We Work With You. And For You.
From the moment you start working with Bennett Smith, you can expect:
Proactive recommendations to help you achieve your goals
Prompt and thoughtful follow-up to your questions or concerns
On-going dialogue to adjust your tailored strategy as needed
Bennett Smith
Financial Advisor
Email Address
bennett.smith@wellsfargoadvisors.comPhone Number
(623) 663-6759Toll Free
(800) 235-5152Bennett Smith Senior Financial Advisor Associate Vice President ? Investment Officer As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you?ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact ? me. It?s a distinct advantage of working with one of the world?s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs. Whether you?re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans. I can work with you and your other advisors ? including your CPA and attorney ? to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
