Joffrey A. Smith, CFP®, CLU®, ChFC®,  LUTCF, PPC™
  • Home
  • About Us
    • Our Firm
    • About Joff Smith
    • Our Services
    • Our Mission Statement
    • Our Products
    • Education Center
    • Business Solutions
    • Focus
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

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

  • Facebook
  • LinkedIn
Printed from: www.joffreysmith.com

CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS) Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through Joffrey Smith Financial Group.  Joffrey Smith Financial Group and Securities America are separate entities.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

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