About Smith Gillis Financial LLC — Meriden, Connecticut
Creating Financial Clarity
Steve has over 35 years of extensive experience in the financial industry. He has helped hundreds of individuals meet their financial objectives, especially for Social Security, Medicare, and Retirement Planning. As a Federal Retirement Counselor (FRC), Steve always acts in the Best Interest of his clients without consideration to any Companies, products, services, or purchases. "Success is when the client makes the right decision for them".
Community Education
A large focus for Steve has been on educating people on the difficult and complex strategies for Retirement Planning. He has been actively educating his community through the Council of Financial Educators, (COFE) a 501(c)(3) non-profit organization. Steve and his wife Lynn have been married for over 39 years and live in Wallingford, CT. They have raised three children and are now grandparents!
Rick
Rick has always had an intrinsic interest in financial and retirement planning. After college Rick ...
Service Areas
Contact for service area information
Media
No media available
Upcoming Events
No upcoming events
Profile Updates
No recent updates
Frequently Asked Questions About Financial Advisors in Meriden, Connecticut
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.