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W.A. Smith Financial Group Employee Directory

Financial ServicesOhio, United States11-50 Employees

W.A. Smith Financial Group operates in the financial services sector, offering holistic financial planning and investment management to individuals, families, and business owners. Its approach centers on designing retirement plans aligned with each client’s personal vision and values, addressing a broad range of needs such as retirement income, tax strategies, estate planning, and healthcare considerations. Based in Sheffield, Ohio, the firm positions itself as a local adviser focused on helping clients feel confident about their financial future and comfortable in retirement. The team emphasizes a personalized, comprehensive planning process and accessibility through introductory consultations and ongoing educational content for clients and prospects alike.

Find W.A. Smith Financial Group employees' phone numbers or email addresses

W.A. Smith Financial Group Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

W.A. Smith Financial Group's Leadership

  • Owner at W.A. Smith Financial Group
    P. S.
    Owner
    Mobile Phone
  • Chemical Operator at W.A. Smith Financial Group
    M. T.
    Chemical Operator
    Mobile Phone
  • Internship at W.A. Smith Financial Group
    R. L.
    Internship
    Mobile Phone
  • Technical Specialist at W.A. Smith Financial Group
    S. J.
    Technical Specialist
    Mobile Phone

W.A. Smith Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Media & Communications
  • Business
  • Community & Social Services
  • Program & Project Management
  • Other

Contact profiles from W.A. Smith Financial Group

Name
Title
Contact
Location
Last Update
  • Owner at W.A. Smith Financial Group
    P. S.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Chemical Operator at W.A. Smith Financial Group
    M. T.
    Chemical Operator
    Mobile Phone
    Oct 21, 2024
  • Internship at W.A. Smith Financial Group
    R. L.
    Internship
    Mobile Phone
    Oct 18, 2024
  • Technical Specialist at W.A. Smith Financial Group
    S. J.
    Technical Specialist
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is W.A. Smith Financial Group known for?

Minus sign iconPlus sign iconW.A. Smith Financial Group operates in the Financial Services industry. You can contact W.A. Smith Financial Group's main corporate office by phone at
+1-419-626-****
. Explore W.A. Smith Financial Group's company overview page for more information.

What is W.A. Smith Financial Group's most common email format?

Minus sign iconPlus sign iconW.A. Smith Financial Group employees' email format typically follows the pattern of First@wasmithfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more W.A. Smith Financial Group email formats with LeadIQ.

How many employees does W.A. Smith Financial Group have currently?

Minus sign iconPlus sign iconW.A. Smith Financial Group has approximately 27 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are W.A. Smith Financial Group's key employees and leadership?

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As of September 2026, W.A. Smith Financial Group's key employees include:

  • Owner: P. S.
  • Chemical Operator: M. T.
  • Internship: R. L.
  • Technical Specialist: S. J.

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