Smith Gillis Financial LLC

Managing Partners at Smith Gillis Financial LLC

Meriden, Connecticut

Quick Answer

Smith Gillis Financial LLC, Managing Partners, is a licensed independent financial professional at Smith Gillis Financial LLC in Meriden, Connecticut with 35+ years of experience. Specializing in Social Security, Retirement Planning, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

Contact Smith Gillis Financial LLC in Meriden, Connecticut

Phone: 203-440-4200 | 203-500-4775

Email: [email protected]

Website: https://smithgillisfinancial.com/

Areas of Expertise in Meriden, Connecticut

Social SecurityRetirement PlanningFixed Annuities

About Smith Gillis Financial LLC — Meriden, Connecticut

Licensed Independent Financial Professional · 35+ Years Experience

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 ...

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Frequently Asked Questions About Smith Gillis Financial LLC & Financial Advisors in Meriden, Connecticut

What services does Smith Gillis Financial LLC offer?

Smith Gillis Financial LLC at Smith Gillis Financial LLC offers Social Security, Retirement Planning, Fixed Annuities in Meriden, Connecticut. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is Smith Gillis Financial LLC SafeMoney Certified?

Smith Gillis Financial LLC is an independent licensed financial professional specializing in retirement planning and safe money strategies in Meriden, Connecticut.

Is the initial consultation free?

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.