Scott D. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Scott D. Smith, CFP®

Private Wealth Advisor

Smith & Associates

205 W JEFFERSON BLVD, Suite 502
South Bend, IN 46601-1812
FINANCIAL ADVISOR'S WEBSITE
(800) 620-7526
(574) 273-8680
CONNECT WITH Scott
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General

Scott Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Smith & Associates in South Bend, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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