Greg Smith, CFP® - Raymond James
24836 West Newberry Road, Newberry, FL 32669
Location & Phone number
About the Business
Greg Smith, CFP® - Raymond James is a trusted financial institution located at 24836 West Newberry Road in Newberry, Florida, United States. As a Certified Financial Planner®, Greg Smith provides expert financial advice and investment services to help clients achieve their financial goals. With a focus on personalized service and a commitment to integrity, Raymond James offers a comprehensive range of financial solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Greg Smith and his team are dedicated to helping you secure your financial future.
Reviews
"My experience with Mr. Greg Smith has been excellent. He provides personalized service and is very good about explaining and answering any questions I have."
"Very informative. Easy to speak to. Not rushed. Answers questions readily. Makes suggestions which would benefit us. Thanks Greg for your time!"
"Great service and great team. I very highly recommend Greg. They put on a lot of educational events that have really helped me to understand the financial planning process. I feel confident that I’ll be able to reach my financial goals and love seeing the progress updates during our review meetings. Greg periodically reaches out to our Attorney and CPA to cover tax and estate planning topics that have been very helpful."
"Greg and his staff are wonderful. Greg is very informative and is there for all your financial needs. What a great experience it has been."
"I am currently interning under Greg Smith and his team. In my admittedly short time here, I have seen an incredible dedication to delivering quality service to clients. Greg, Kristi, and Tina are kind, caring, and most importantly, they are excellent at what they do. You would be hard pressed to find someone who will work harder for you than these people. I look forward to continuing to learn from them and grow as a professional."
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