W.A. Smith Financial Group Employee Directory

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

W.A. Smith Financial Group has approximately 25 employees.

Financial ServicesOhio, United States11-50 Employees

At W.A. Smith Financial Group, we aim to empower you to live your retirement dreams. We specialize in holistic financial planning and investment management, working alongside individuals, families, and business owners to pursue a secure and fulfilling future.

We also aim to develop financial plans that are built around your retirement vision. We believe retirement is about living a life that excites you, not just a number on a page. Our team of experienced advisors takes a personalized approach, crafting comprehensive plans that address your unique goals, values, and aspirations.

We have decades of experience helping clients navigate the complexities of:

- Retirement income planning
- Investment management
- Tax strategies
- Estate planning
- Healthcare planning

We work with individuals, families, and business owners who come from diverse backgrounds and share a common goal: to feel confident about their financial future and enjoy a comfortable retirement.

Ready to take the next step toward building a new retirement plan? Schedule a complimentary call today to explore how we can help you work towards achieving your financial goals. 

You can also start by joining Ascend360 Insider, where we cover common questions and concerns about financial planning in weekly episodes with our Founder and CEO, Bill Smith, RICP®, MRFC®.

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

W.A. Smith Financial Group Global Highlights

North America
44

United States Of America
44

W.A. Smith Financial Group's Leadership

B. S.
President
Mobile Phone
Email
R. S.
President And Senior Partner
Mobile Phone
Email
G. L. E.
Administrative Assistant To The President
Mobile Phone
Email
F. S.
Owner
Mobile Phone
Email
P. S.
Owner
Mobile Phone
Email
S. J.
Estimator / Project Manager
Mobile Phone
Email
D. L.
Wealth Advisor
Mobile Phone
Email
M. T.
Chemical Operator
Mobile Phone
Email

Contact profiles from W.A. Smith Financial Group

Name

Title

Contact Info

Location

Last Update

M. B.
Client Service Representative
Mobile Phone
Email
United StatesMaryland
Aug 07, 2025

Frequently Asked Questions

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

W.A. Smith Financial Group operates in the Financial Services industry; you can contact the 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?

W.A. Smith Financial Group employees' email format typically follows the pattern of . 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?

W.A. Smith Financial Group has approximately 25 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, W.A. Smith Financial Group's key employees include:

President: B. S.
President And Senior Partner: R. S.
Administrative Assistant To The President: G. L. E.
Owner: F. S.
Owner: P. S.

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