W.A. Smith Financial Group

W.A. Smith Financial Group is a Financial Planner in Elyria, OH, located at 5070 Waterford Dr. The firm manages money and builds income plans for retirees and pre-retirees, offering personalized financial planning and wealth management. Services include 401(k) and qualified plan rollovers, Roth conversions, withdrawal strategies, investment allocation, investment management, tax strategy and planning, tax mitigation, tax gain/loss harvesting, and healthcare planning. The firm provides a complimentary Retirement Tune-Up financial review and a Stoplight Analysis to help clients determine if their retirement plan is on track. It holds a rating of 4.80 based on customer reviews.

The firm offers clear, strategy-based guidance built for retirement, providing recommendations only when they fit a client's plan. W.A. Smith Financial Group builds disciplined income plans and investment strategies designed to turn savings into reliable retirement income while managing long-term risk. The firm aims to cover every angle of the financial journey, from managing investments and minimizing taxes to planning healthcare and leaving a legacy. Clients can access client login services and view testimonials from current clients.

William Bill Smith serves as the Founder and CEO. He leads the firm with a focus on innovation, growth, and client success, emphasizing continuous improvement and adapting to evolving client needs. Bill is passionate about developing strong leaders within the company and empowering advisors to deliver personalized, high-quality service. He is committed to preserving a client-first culture, fostering trust and integrity at every level. Outside of work, he enjoys outdoor activities, spending time hunting, fishing, and working on his 100-acre property.

The firm maintains a positive rating from the customers who have reviewed it. This reflects the trust clients place in the firm's financial futures and the relationships built with them. The firm strives to be the last advisor a client ever needs, focusing on integrity and insight to help clients achieve their financial goals.

W.A. Smith Financial Group combines its strategic retirement planning and wealth management services with a client-first approach, serving the Elyria community with a focus on long-term financial clarity and security.

W.A. Smith Financial Group is on Waterford Dr in Elyria, OH, about 0.2 miles from Detroit Road and North Abbe Road. The office is roughly 0.3 miles from Jungbluth Ditch and the Cleveland Clinic - Sheffield Family Health Center.

BizScoreAI gives the website a Content Quality score of 100 out of 100, which means the site answers customer questions clearly and provides content that AI assistants can quote directly. The Technical score is 95 out of 100. The firm ranks number 1 of 7 Financial Planner businesses that BizScoreAI has scored in Elyria.