Smedley Financial Services Inc.

EST. AUM
$396,666,341

CONTACTS
4

CLIENT ACCOUNTS
1,961

Firm Details

Metro area Salt Lake City
CRD Number 110870
Website smedleyfinancial.com
Client types

Overview

Since 1982, Smedley Financial Services has helped clients navigate through life's transitions. Its goal is to make each of these exciting, but often financially and emotionally challenging, transitions smooth and rewarding. Whether clients are getting ready to retire—facing critical social security, pension, and income decisions—or just getting started on their financial path, the firm believes its experience in providing specialized wealth planning solutions will benefit them. Independence matters. As an independent firm, Smedley Financial Services has the ability to provide clients with investment strategies. It matches strategies or products to best meet their unique needs. The investment management team provides investment strategies designed to navigate the changing market environment. Focusing on investment time horizon, diversification, and risk tolerance, each portfolio is designed to provide clients with superior investment opportunities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Smedley Financial Services Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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