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

Scott D. Smith, CFP®

Private Wealth Advisor 668.37 Miles

VerityWealth Advisory Group

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

General

Scott Smith is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at VerityWealth Advisory Group in South Bend, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

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

More

Helpful Financial Planning Resources