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SMS Financial - Home

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. We are a financial planning and investment management firm, located in Monterey, California. We are experienced, competent professionals who are dedicated to providing individuals and small business with the highest level of expert services. We view investment management as a customized process with an aim for the client’s goals. We believ...

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SMS Financial - Home | sms-financial.com Reviews

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Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. We are a financial planning and investment management firm, located in Monterey, California. We are experienced, competent professionals who are dedicated to providing individuals and small business with the highest level of expert services. We view investment management as a customized process with an aim for the client’s goals. We believ...

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3 financial planning

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5 investment management

6 investment philosophy

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8 sms financial llc

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SMS Financial - Home | sms-financial.com Reviews

https://sms-financial.com

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. We are a financial planning and investment management firm, located in Monterey, California. We are experienced, competent professionals who are dedicated to providing individuals and small business with the highest level of expert services. We view investment management as a customized process with an aim for the client’s goals. We believ...

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sms-financial.com

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SMS Financial - California Disclosures

http://www.sms-financial.com/CAdisclosures.html

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. Conflict of Interest Disclosure. Required by California Code of Regulation. California requires Investment Advisory Firms to disclose to clients and prospective clients the potential conflicts of interest between themselves and their client’s best interest (CCR Section 260.238(k) . A material conflict of interest exists when the firm, ...The S...

2

SMS Financial - Client Rights & Responsibilites

http://www.sms-financial.com/rightsresponsibilities.html

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. Your Rights and Responsibilities as a Client. In every relationship, it helps to understand expectations and responsibilities. We want you to be happy with us: we want to give outstanding service and value. Here is our promise to you and expectations of your response. Your rights as a client:. A trustworthy and competent financial advisor.

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SMS Financial - Free Investment Consultation

http://www.sms-financial.com/freeinvestconsult.html

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. If you have any questions or concerns about your current portfolio or would like to interview us for asset management services, we offer an initial consultation without charge or obligation. Usually this last 30-45 minutes. Your appointment can be in person or by phone, usually scheduled within a week. The SMS Financial LLC site has been desig...

4

SMS Financial - Code of Ethics

http://www.sms-financial.com/CodeofEthics.html

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. We will always treat our clients, our employees, our associates, and each other with respect and dignity. We will respect the integrity of our profession and we will strive to improve and maintain professional competence. Investment recommendations will be made with loyalty, prudence, and care. We will act with the duty and care of a fiduc...

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SMS Financial - Do I Need a Financial Planner?

http://www.sms-financial.com/needafinplan.html

Why Hire SMS Financial? Mission Statement and Core Values. Do I Need a Financial Planner? FREE Investment Analysis Consultation. Portfolios, Research and Analysis. Do I Need a Financial Planner? Everyone’s finances are planned, some by inaction, lack of concern, or by failure to overcome obstacles to one’s goals. Hiring a professional financial planner means a systematic commitment to getting your financial affairs in order, acknowledging what you really want and strategies to get there. Simply put, most...

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