Chase C. Smith - Financial Advisor
(12 Reviews)
As an independent financial advisor, helping people achieve their financial dreams is my passion. I work with all sorts of people, at various stages of their lives, with a wide variety of financial circumstances. I create bespoke financial strategies tailored to each client's individuals needs, but one thing always remains constant: our values.
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In Business Since 2015
Sentiment Analysis
He’s done a great job with my money and has even given me advice on money I have invested elsewhere!
I’m a city government retired firefighter, with that in mind our retirement is different and requires a certain knowledge and understanding and Chase Smith has it
He established the parameters of my investment philosophy and develops a plan than not only worked for me, but has so far exceeded my expectations.
All that being said though; they don't make money unless you make money, so it's a team effort.
Chase has been very knowledgeable and helpful and always responds promptly if I have questions.
Chase has provided excellent professional advice and services regarding our finances.
Chase was so helpful in moving my 401k from my employer to a different account after I retired.
Chase and his staff are always very responsive.
He will even answer emails and texts while on vacation (now that's devotion.
If you are looking for someone who is knowledgeable with the Florida Retirement System, Chase is your man.
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