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Home > Financial Planner Directory > Colorado > Greenwood Village > Mark J. Smith, CFP®, CPA/PFS, CIMA
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Mark J. Smith, CFP®, CPA/PFS, CIMA

M.J. Smith & Associates, Inc.

5613 DTC Pkwy
Ste 650
Greenwood Village, CO 80111
Phone: (303) 768-0007
Fax: (303) 768-0008

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.