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Financial Services
Medicare
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In The Media
Schedule a Meeting

Get Started on Your Financial Future

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Give Us a Call

864.775.5033

Email Us

stewart@stewartsmithfinancial.com

Visit Us

300 Executive Center Drive

Park 37 Business Park

Suite 104
Greenville, SC 29615

Office Hours

Monday - Thursday

9:00 am - 5:00 pm

Friday

9:00 am - 3:00 pm

Other Times by Appointment

© 2023 Stewart Smith Financial. All rights reserved.

Insurance products are offered through the insurance business Stewart Smith Financial. Stewart Smith Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Stewart Smith Financial are not subject to Investment Advisor requirements. The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence. 3926801 - 10/24

Privacy Policy | Terms of Use | Form CRS | Disclosures

Insurance products are offered through the insurance business Stewart Smith Financial. Stewart Smith Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Stewart Smith Financial are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 3926801 - 10/24