Robert Smith (CFP®, ChFC®)

Robert Smith focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice

NAPFA Start Date

August 23, 2019

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This Office

362 10th Avenue Dr NE Hickory, NC 28601-2611 Phone: (828) 569-2785