Why Choose Us?
Welcome! SmartVestor’s goal is to help you find an honest and caring financial professional with a client first mentality. We hope the reasons listed below help you get to know us better and make your search for a financial advisor easier.
- We are independent, which means we don't have any proprietary funds or quotas. We do what's best for our CLIENTS.
- We create a customized plan for you-tailored to your risk number.
- We're a team, so someone is ALWAYS available to help you or answer your questions.
- We stay current on the latest research and market trends in the market.
- We have several locations to serve you- or we can come to you!