The Smith Group



149 Crepe Myrtle Ct.
Aiken, SC 29803





Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing the following products and services:

  • Tax Reduction Planning
  • Income Tax Preparations  
  • Pension & Retirement Plans
  • Estate Planning & Preservations
  • Annuities
  • Life Insurance
  • Long-Term Care
  • 401K & IRA Rollovers
  •  Investment Services
  • Services offered through Independent licensed Attorney.  "For informational purposes only."

Guided by your investment objectives-- not obligated to any single investment-- your Smith representatives draw upon a full complement of products to construct a portfolio for your needs.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we can refer you to one that does.

Each of our agents has extensive personal and professional experience.  Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.  We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We aim to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.


We’re looking forward to using our expertise to help you pursue your financial goals.



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck