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Connie Smith

Smith Financial & Insurance Solutions

FINANCIAL PLANNING, INSURANCE, CONSULTING, MEDICARE SUPPLEMENT INSURANCE, EMPLOYEE BENEFITS

 

Member profile details

First name
Connie
Last name
Smith
Company Name
Smith Financial & Insurance Solutions
Phone
(559) 453-1224
Profile Photo
Job Title
Financial Advisor
 

Business Information

Business Category
  • CONSULTING
  • EMPLOYEE BENEFITS
  • FINANCIAL PLANNING
  • INSURANCE
  • MEDICARE SUPPLEMENT INSURANCE
Company Logo
Cell Phone
(559) 930-1380
Address
575 E. Locust Ave
Suite 202
City
Fresno
Zip Code
93720
Business Services
I own Smith Financial & Insurance Solutions and have been a financial advisor for 33 years helping clients with their investments, retirement planning and their insurance needs. In addition, I assist divorcing clients and their attorney's understand the financial decisions they are making and how it impacts their financial future.
 

FWN Involvement

Board Title
President
Group Participation
  • 2017 Board of Directors
  • Luncheon Sponsors 2016
  • SBO Forum Member
Lunch Sponsor
Sat, January 09, 2016
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