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Scott Smith Financial, Inc Employee Directory

Investment ManagementMichigan, United States0-1 Employees

Scott Smith Financial, Inc. functions as a registered investment advisor in Michigan, delivering personalized financial planning, investment management, and consulting services. The practice serves individuals, pension and profit-sharing plans, 401(k) plans, trusts, small businesses, and estates, tailoring its guidance to each client’s objectives. It is based in Novi, Michigan, and operates as a small advisory firm. 

Client guidance is delivered through direct consultations and may cover establishing financial goals, identifying issues, managing cash flow, portfolio oversight, tax planning, and the design and administration of qualified retirement plans, along with reviews of retirement and estate planning. The firm notes that being registered as an investment advisor does not by itself certify a specific level of expertise, and clients may bring in other professionals as needed. All advisory offerings are provided by the firm in its capacity as a registered investment advisor.

Find Scott Smith Financial, Inc employees' phone numbers or email addresses

Scott Smith Financial, Inc Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Scott Smith Financial, Inc's Leadership

  • Stylized image of a person
    B. S.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    New Business Coordinator
    Phone icon
    Mobile Phone

Scott Smith Financial, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Scott Smith Financial, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. S.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. M.
    New Business Coordinator
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Scott Smith Financial, Inc known for?

Minus sign iconPlus sign iconScott Smith Financial, Inc operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-248-946-****
. Explore Scott Smith Financial, Inc's company overview page for more information.

What is Scott Smith Financial, Inc's most common email format?

Minus sign iconPlus sign iconScott Smith Financial, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Scott Smith Financial, Inc email formats with LeadIQ.

How many employees does Scott Smith Financial, Inc have currently?

Minus sign iconPlus sign iconScott Smith Financial, Inc has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Scott Smith Financial, Inc's key employees and leadership?

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As of July 2026, Scott Smith Financial, Inc's key employees include:

  • Investment Advisor Representative: B. S.
  • New Business Coordinator: K. M.

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