About Smith Wealth Management - Smith Financial & Associates P.C.
Smith Wealth Management - Smith Financial & Associates P.C. is known for its excellent customer service and professionalism. Clients appreciate the kind and efficient receptionist who promptly addresses their needs. The team, led by Rich, has built strong relationships with customers over nearly a decade, handling both business and personal financial needs. New clients have found the staff helpful and encouraging, especially with past tax returns, completing everything in a timely manner. The thoroughness and reasonable pricing have left a positive impression, ensuring that many customers plan to return annually for their tax needs.
The receptionist was very professional and kind when I called to get my 2023 1040. I was expecting it to take awhile since I waited until the last minute to file, but she took care of the issue promptly and gave me a plan B if the email didn’t work! Great customer service!
Rich and his entire team are great to work with. We have been customers for our business and personal financial needs for almost 10 years. We would not trust anyone else! Kim is the absolute best!!!!!
I am new to the area and really needed some help with past tax returns that weren't filed in a timely way. I called Smith Financial and they were very helpful and encouraging. Within 10 days had completed all of it. Happily financially it was a benefit for me, but either way I know it was right. I feel like they were very thorough in their questions, and in the work that they did for me at a reasonable price.