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SmartPath

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2 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.3
Serving customers since
2010
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SmartPath Reviews

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LE
Lisa E.
12/13/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Scheduling limitations hinder its effectiveness

In the SmartPath process I got to work with a dedicated coach who REALLY took the time to get to know my financial situation. He helped me determine my objectives and my difficulties and how we can work towards achieving my financial freedom.
RH
Roberto H.
08/01/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review
Translated Using AI

Excellent tool to know and keep track of employee plans, withdrawals, and schedule.

The ease of handling and friendliness with the user does not require deep expertise; it can be used easily and clearly.

About

Contact

HQ Location:
Atlanta, US

Social

@smartpathfin

What is SmartPath?

SmartPath Financial ServicesSmartPath Financial Services, accessible at https://www.smartpathfinancial.com/, is a financial advisory firm dedicated to helping individuals achieve financial clarity and stability. They offer comprehensive financial planning and investment management services tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships, SmartPath emphasizes education, empowering clients with the knowledge and tools necessary for making informed financial decisions.Their team of certified professionals provides a broad range of services, including retirement planning, wealth management, tax strategies, and more. They are committed to an ethical, transparent approach, ensuring that clients feel confident and secure in their financial choices. Whether you're looking to optimize your existing financial situation or establish a solid foundation for the future, SmartPath Financial Services provides the guidance you need to navigate your financial journey.

Details

Year Founded
2010