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Who's right for you.

B. Curtis Smith, Jr., CFP®, ChFC®, CLU

Ameriprise Financial Services, Inc.

3201 Jermantown Rd
Ste 575
Fairfax, VA 22030
Phone: (703) 273-5465
Fax: (703) 934-4423

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Government & Military
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Startup
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

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.