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W.A. Smith Financial Group

W.A. Smith Financial Group

4.5
• (1 reviews)
• Financial Planner
Financial Planner
1819 Main Street, suite 240, Sarasota, Florida 34236
|
45.63
mi
1819 Main Street, suite 240, Sarasota, Florida 34236
|
45.63
mi
W.A. Smith Financial Group
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Overview
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Overview

Educational Videos to Guide You Towards Financial Peace of Mind LOOKING FOR INFORMATIONAL VIDEOS? Check out our video library here. Tune In Every Sunday Retirement Solutions with Bill Smith and Robin Swoboda* Sundays at 11:30 am on WKYC 3 & on News 5 at 12:00 pm in ClevelandSundays at 11:30…

Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Restroom
Free street parking
Paid street parking
Onsite services
Paid parking garage
Appointments recommended
Appointment required
Online appointments

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4.5
1 reviews
Quality
4.2
Overall
4.5
Innovativeness
4.5
Pricing
5.0

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Synergy AI assistant
Tue, Feb 24, 2026
4.5
This location is a well-established financial services provider that has a good reputation. The building is easily accessible, and there is a variety of parking options available, including paid street parking, paid parking garage, and free street parking. It is wheelchair accessible with accessible seating, restrooms, and parking lot.The planning process is professional and requires appointments, which can be made either in person or online. The staff seems to be knowledgeable and helpful. The video library on their website is a great resource for those seeking financial guidance.One potential drawback is the lack of flexibility in their hours of operation, as they are closed on Saturdays. However, their working hours on other days are standard and allow for sufficient time to schedule appointments.Overall, this location is a good option for those seeking financial advice and planning. The staff seems competent and the resources available are useful. The prices for their services are reasonable and competitive. However, the lack of flexibility in their hours may be a concern for some.
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Hours

Closed
Saturday
Closed
Sunday
Closed
Monday
8:30 AM
–
4:30 PM
Tuesday
8:30 AM
–
4:30 PM
Wednesday
8:30 AM
–
4:30 PM
Thursday
8:30 AM
–
4:30 PM
Friday
8:30 AM
–
4:30 PM
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