Amy L Smith Financial Services is a financial planning firm based in Johnson City, New York, focused on helping individuals and families build and protect their financial future. With a personalized and client-centric approach, the firm offers a range of services designed to address the unique needs of each client at different life stages. Amy L Smith, the principal advisor, brings a wealth of experience in retirement planning, investment strategies, and wealth management.

The firm emphasizes long-term relationships, working closely with clients to develop custom strategies aligned with their financial goals. Known for a warm and approachable style, Amy L Smith Financial Services is dedicated to simplifying complex financial concepts and empowering clients to make informed decisions. The firm also takes a holistic approach, integrating tax planning, insurance solutions, and estate planning considerations into broader financial strategies.

Amy L Smith is affiliated with NEXT Financial Group, Inc., a registered broker-dealer, providing clients with access to a diverse portfolio of financial products. As part of their commitment to the local community, the firm is actively engaged in financial education and support for wellness-based financial planning.

Website: http://www.amylsmithfinancial.com/

Key Services:

– Comprehensive financial planning
– Retirement planning and income strategies
– Investment management
– Insurance solutions (life, disability, long-term care)
– Estate and legacy planning guidance
– College funding strategies
– Tax-efficient financial strategies
– Financial education and planning for women and families