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Robert O. Smith, MS, CFP®, CLTC

Comprehensive Financial Advisers

561 Exton Commons
Exton, PA 19341
Phone: (610) 524-9761
Fax: (610) 524-9762

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

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

 

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