Joffrey A. Smith, CFP®, CLU®, ChFC®, LUTCF, PPC™

CONNECT

Address:

11 Foster St., Suite 200
Worcester, MA 01608

Phone:

508-749-0358

Fax/Other:

508-519-8565

Our Firm


We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

As an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue them. I recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle.

My office was established to provide ongoing professional advice to investors while helping them work toward meeting their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.

Working on a fee basis allows me to:

  • Customize an investment portfolio that is designed to help you pursue your short- and long-term investment goals.
  • Provide simplified performance reporting, making it easy for you to monitor your account.
  • Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
  • Manage your portfolio and make investment changes without commissions as your objectives or the economic climate changes.

If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.

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 know a group that does.



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