Products And Services

Smedley Financial Services, Inc.® is an Independent Registered Investment Advisory Firm. We work only for our clients. Our wealth managers have the flexibility to implement our financial plans, retirement plans, and income distribution plans using the investment strategies that best meet each client's needs, risk tolerance, and goals. We are never in a position where we are required to recommend a product we do not believe best serves the needs of our clients. We work with individuals, businesses, and family estates.

Some of the following products may be used to implement the plans we create.

  • Managed Accounts
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks
  • Bonds
  • Non-managed
  • Alternative Investments
  • Fixed
  • Variable
  • Indexed
  • Immediate
  • Deferred
Life Insurance:
  • Term
  • Whole Life
  • Universal Life
  • Variable Universal Life
Long-term Care Insurance
  • Traditional
  • Hybrid
Health Insurance:
  • Individual
  • Medicare Supplement
Disability Insurance:
  • Long-Term
  • Short-Term

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