Joffrey A. Smith, MBA, CFP®, CLU®, ChFC®, LUTCF, PPC™
Welcome to the Joffrey Smith Financial Group website. Our vision at Joffrey Smith Financial Group is to be your most trusted advisor through our professional knowledge, our integrity, and our personalized service.
We partner with clients in long-term, trusted relationships, always putting their best interests above our own. We inspire our clients to achieve financial peace of mind through our expertise, communication, and service, which exceeds their expectations and gives clients the freedom to pursue their passions and dreams.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation by working with a financial advisor who is a fiduciary for his clients.
Welcome to the family!
I have created this website to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often.
Your goals are our goals.
Be sure to add this site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
If you have any questions or want to schedule a complimentary, no obligation meeting to discuss your specific questions, you can e-mail me at joff@joffreysmith.com or call (508) 749-0358.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.