Chamber of Commerce

      W. A. Smith Financial Group

      ( 18 Reviews )

      W. A. Smith Financial Group
      • 5005 Rockside Rd STE 110
        Independence, OH 44131
      •   216-503-9000
      Owner Verified
      Owner Verified
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 4:30 PM
      Thursday:
      8:30 AM - 4:30 PM
      Friday:
      8:30 AM - 4:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      Verified Member
      4.4 - (18 reviews)
      14
      1
      1
      0
      2
      Read Our 18 Reviews

      Chamber Rating

      Verified Member
      4.4 - (18 reviews)
      14
      1
      1
      0
      2
      › ‹
      • Christine Cahill

        Service is outstanding. Everyone at W.A Smith is helpful, friendly and knowledgeable. We appreciate them.
        Jun 20th, 2023

      • Howard Hawn

        Jacob has excellent insight and provided some ideas regarding our finances we had not considered. His advice and counsel was very much appreciated.
        May 9th, 2023

      • Larry Cox

        Jarrett is our Advisor. He has done an excellent job since day 1.
        Jan 18th, 2023

      • John Cronister

        Incredible office that does exactly what they promise - provide top notch financial planning that allows clients to focus on life and worry less about their money.
        Dec 12th, 2022

      • Cory Swain

        We have been working with WA Smith for over 15 years and hope for another 15 more! They are a huge pleasure to work with. Their staff is always welcoming and professional. They are well prepared for every visit and the value they bring to us is top notch!
        Sep 24th, 2022

      Read Our 18 Reviews

      About
      W. A. Smith Financial Group

      We manage money for successful individuals and business owners. With a combined 60 years of financial experience, our team specializes in helping pre-retirees, retirees and business owners build strategies that allow them to reach their goals and achieve financial peace of mind.

      Contact Info

      Specialities

      • Tax Planning
      • Investment Strategies
      • Income Planning
      • Legacy Planning
      • Healthcare Solutions

      Questions & Answers

      Q What is the phone number for W. A. Smith Financial Group?

      A The phone number for W. A. Smith Financial Group is: 216-503-9000.

      Q Where is W. A. Smith Financial Group located?

      A W. A. Smith Financial Group is located at 5005 Rockside Rd STE 110, Independence, OH 44131

      Q What is the internet address for W. A. Smith Financial Group?

      A The website (URL) for W. A. Smith Financial Group is: http://www.wasmithfinancial.com/

      Q How big is W. A. Smith Financial Group?

      A W. A. Smith Financial Group employs approximately 11-20 people.

      Q What days are W. A. Smith Financial Group open?

      A W. A. Smith Financial Group is open:
      Tuesday: 8:30 AM - 4:30 PM
      Wednesday: 8:30 AM - 4:30 PM
      Thursday: 8:30 AM - 4:30 PM
      Friday: 8:30 AM - 4:30 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 4:30 PM

      Q How is W. A. Smith Financial Group rated?

      A W. A. Smith Financial Group has a 4.4 Star Rating from 18 reviewers.

      Hours

      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 4:30 PM
      Thursday:
      8:30 AM - 4:30 PM
      Friday:
      8:30 AM - 4:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM

      Related Categories

      Ratings and Reviews
      W. A. Smith Financial Group

      Overall Rating

      Overall Rating
      ( 18 Reviews )
      14
      1
      1
      0
      2
      Write a Review

      Christine Cahill on Google

      image Service is outstanding. Everyone at W.A Smith is helpful, friendly and knowledgeable. We appreciate them.

      Business Response on Google Jun 16th, 2023
      Hi Christine! Thank you so much for the kind words! We love hearing feedback from our clients as it helps us strive towards our goal of helping you focus more on your life and worrying a little less about your money. Thanks again and we hope to see you soon!

      Howard Hawn on Google

      image Jacob has excellent insight and provided some ideas regarding our finances we had not considered. His advice and counsel was very much appreciated.

      Business Response on Google Apr 25th, 2023
      Thank you for your valuable feedback! Jacob will be happy to hear your positive response!

      Larry Cox on Google

      image Jarrett is our Advisor. He has done an excellent job since day 1.

      Business Response on Google Sep 5th, 2022
      We appreciate you taking time out of your day to leave your feedback for us!

      John Cronister on Google

      image Incredible office that does exactly what they promise - provide top notch financial planning that allows clients to focus on life and worry less about their money.

      Cory Swain on Google

      image We have been working with WA Smith for over 15 years and hope for another 15 more! They are a huge pleasure to work with. Their staff is always welcoming and professional. They are well prepared for every visit and the value they bring to us is top notch!

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 18 Reviews )
      14
      1
      1
      0
      2

      Write a Review

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