Find the Certified Financial Planner™
Who's right for you.

Justin W. Smith, CFP®, CFA

Jonathan Smith & Co., Investment Counsel

128 E Fisher Ave
Greensboro, NC 27401
Phone: (336) 272-9488

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: We also offer hourly financial planning.

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