Greg Smith - Raymond James - Newberry, Florida

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Introduction to Greg Smith – Raymond James

For individuals and families seeking comprehensive and personalized financial guidance, Greg Smith – Raymond James represents a highly reputable and accessible service. Located at Address: 24836 W Newberry Rd, Newberry, FL 32669, and reachable by phone at Phone: 4723220, this firm offers a dedicated approach to wealth management. The firm’s website, Website: raymondjames.com, provides further details about their services and team.

Specializations and Expertise

Greg Smith operates as a Financial Planner and a Financial Consultant, specializing in helping clients navigate the complexities of their financial lives. He focuses on developing tailored strategies encompassing retirement planning, investment management, estate planning, and tax optimization. Raymond James, as a whole, is known for its commitment to a holistic approach, demonstrating an understanding that financial success is built on more than just investment returns – it's about aligning financial goals with life goals.

Key Features and Accessibility

Beyond the core financial services, Greg Smith – Raymond James prioritizes client experience and accessibility. The office is designed with inclusivity in mind, featuring a Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom. Furthermore, Restroom facilities are readily available. It’s advisable to schedule an Appointments recommended to ensure dedicated time for consultation and strategy development.

Client Feedback and Reputation

This firm enjoys a consistently positive reputation, as evidenced by the Average opinion: 5/5 rating on Google My Business, based on ten reviews. These reviews consistently highlight the exceptional service provided and the firm’s commitment to client education. Clients frequently praise Greg’s informative approach, his proactive engagement with legal and accounting professionals – specifically regarding tax and estate planning – and the valuable progress updates presented during review meetings. The team’s responsiveness and dedication to meeting individual financial needs are also frequently mentioned.

Additional Information

• Dedicated Support: Greg Smith maintains a proactive approach, regularly connecting with clients’ attorneys and CPAs to address pertinent tax and estate planning considerations.
• Educational Resources: Raymond James frequently hosts educational events, providing clients with a deeper understanding of financial planning concepts and strategies.
• Comprehensive Planning: The firm offers a comprehensive suite of services, extending beyond simple investment management to encompass retirement, insurance, and wealth transfer strategies.

Conclusion and Recommendation

Greg Smith – Raymond James presents a compelling option for those seeking a knowledgeable, accessible, and client-focused financial advisory service. Their commitment to accessibility, combined with their demonstrated expertise and positive client feedback, makes them a strong contender. We strongly encourage potential clients to visit the firm’s website at raymondjames.com to explore their services in detail and schedule an initial consultation. Taking this step is a valuable first step toward achieving your long-term financial objectives.

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👍 Reviews of Greg Smith - Raymond James

Lori S.

5/5

Great service and great team. I very highly recommend Greg. They put on a lot of educational events that have really helped me to understand the financial planning process. I feel confident that I’ll be able to reach my financial goals and love seeing the progress updates during our review meetings. Greg periodically reaches out to our Attorney and CPA to cover tax and estate planning topics that have been very helpful.

James A.

5/5

Greg and his staff are wonderful. Greg is very informative and is there for all your financial needs. What a great experience it has been.

Williema M.

5/5

My experience with Mr. Greg Smith has been excellent. He provides personalized service and is very good about explaining and answering any questions I have.

brenda G.

5/5

Very informative. Easy to speak to. Not rushed. Answers questions readily. Makes suggestions which would benefit us. Thanks Greg for your time!

Ruz O.

5/5

Have know Greg for a while he has helped me and my family. Great person to work with.

Carol P.

5/5

Greg is an extremely knowledgeable financial planner. Highly recommend!

V. D. T.

5/5

Good advisor

K P.

5/5