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Find a Location

W.A. Smith Financial Group has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.
    • W.A. Smith Financial Group

      5070 Waterford Dr Sheffield Vlg, OH 44035-1497

      BBB Accredited Business
    • W.A. Smith Financial Group

      5005 Rockside Rd Ste 100 Seven Hills, OH 44131-6808

      BBB Accredited Business

    Business ProfileforW.A. Smith Financial Group

    Retirement Planning Services
    Multi Location Business
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 9/26/2008

    Years in Business: 16

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    W.A. Smith Financial Group manages money for successful individuals and business owners. Our team specializes in helping pre-retirees, retirees and business owners build strategies that allow them to reach their goals and live their dreams . Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance services offered through W.A. Smith Financial, LLC.

    Products & Services

    W. A. Smith Financial Group takes a comprehensive approach to retirement planning by focusing on Income Planning, Wealth Management, Estate Planning, Tax Reduction and Asset Protection.  Investment Advisory Services offered through Great Lakes Retirement Inc., an SEC Registered Investment Advisor. 

    Business Details

    This is a multi-location business.

    Find a Location

    W.A. Smith Financial Group has 2 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      • W.A. Smith Financial Group

        5070 Waterford Dr Sheffield Vlg, OH 44035-1497

        BBB Accredited Business
      • W.A. Smith Financial Group

        5005 Rockside Rd Ste 100 Seven Hills, OH 44131-6808

        BBB Accredited Business
      Location of This Business
      5070 Waterford Dr, Sheffield Vlg, OH 44035-1497
      BBB File Opened:
      9/23/2008
      Years in Business:
      16
      Business Started:
      4/1/2008
      Business Incorporated:
      3/10/2008
      Accredited Since:
      9/26/2008
      Licensing Information:
      This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
      BBB records show a license number of ODI - 21538 / NPN - 2441157 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2022.

      These agencies may include:

      Ohio Department of Insurance

      50 W. Town Street; Third Floor - Suite 300

      Columbus OH 43215

      (614) 644-2658

      Fax: (614) 6443743

      https://www.insurance.ohio.gov/

      BBB records show a license number of CRD 2671372 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.

      These agencies may include:

      Financial Industry Regulatory Authority (FINRA)

      1735 K Street

      Washington DC 20006

      (301) 590-6500

      https://www.finra.org/

      Type of Entity:
      Corporation
      Alternate Business Name
      • Great Lakes Retirement Inc.
      Business Management
      • Mr. William Smith, Company Contact
      Contact Information

      Principal

      • Mr. William Smith, Company Contact

      Customer Contact

      • Mr. William Smith, Company Contact
      Additional Contact Information

      Fax Numbers

      • (419) 625-3902
        Other Fax

      Phone Numbers

      Email Addresses

      Customer Complaints

      0 Customer Complaints

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      Customer Reviews

      0 Customer Reviews

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      Local BBB

      BBB Serving Greater Cleveland

      BBB Reports On

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