 | | If you are currently receiving checks from Hilliard Lyons drawn on the funds in your account, please take note. These checks will soon be delivered to you in a window envelope rather than the pull-apart mailer. You may distinguish your checks from our other mailings by the light blue address panel that shows through the window envelope. |
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Smith Financial Advisors
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416 Second Avenue Gallipolis, OH 45631
Toll Free: (800) 944-1621
Phone: (740) 446-2000
Fax: (740) 446-2012 mesmith@hilliard.com |
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| Smith Financial Advisors
416 Second Avenue Gallipolis, OH 45631
Toll Free: (800) 944-1621
Phone: (740) 446-2000
Fax: (740) 446-2012 mesmith@hilliard.com |
Welcome to the Smith Financial Advisors Website!
The goals of the Smith Financial Advisors of Hilliard Lyons team are as follows:
- Provide timely advice and counsel to our clients
- Develop effective communication lines for client understanding and comfort
- Develop an investment strategy designed expressly for each client
- Monitor investors’ progress and attainment of goals
- Provide prompt, efficient and friendly service
In today’s ever changing economic and political environments, investors face challenging markets and global events that can affect investment assets. As you know, events and markets are not always predictable. With 99 years of collective experience in the financial service industry, our team is able to provide insight and perspective to our clients during comfortable, as well as, difficult times. Investment returns are important to us, but before all else, we are committed to helping our clients manage the financial risks they encounter throughout their adult lives.
Our primary focus is financial planning with an emphasis on retirement. We assist clients in building wealth during the accumulation phase and more importantly, assist with income planning during the distribution phase, for a secure retirement. We offer complimentary consultations for individuals throughout the tri-state region as an initial step in the process.
The client relationships we develop, both personally and professionally, are of paramount importance to our team. Trust, integrity, experience and service are more than words for Smith Financial Advisors of Hilliard Lyons; they define the character of our team. We value and respect our clients as individuals and seek long-term, mutually rewarding relationships.
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| | ©2012 HILLIARD LYONS. All Rights Reserved.02/22/2012 | J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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