Smith Moore - Effingham, Illinois

Introduction to Smith Moore

For individuals and families seeking comprehensive and personalized financial guidance, Smith Moore stands as a reputable and established firm. Located at 401 S Banker St e, Effingham, IL 62401, United States, Smith Moore offers a suite of investment services designed to meet diverse financial goals. With a dedicated team and a commitment to client success, they have garnered a strong reputation within the community. The firm’s telephone number is 2173475225, and their website, smithmoore.com, provides detailed information about their services and team.

Services Offered

Smith Moore operates as a multi-faceted financial organization, providing a range of expert services. Their core competencies include:

• Investment Service: They assist clients in developing and managing investment portfolios tailored to their specific risk tolerance and financial objectives.
• Financial Advisor: Experienced advisors work closely with clients to understand their current financial situation, identify potential challenges, and formulate strategies for long-term prosperity.
• Financial Planner: Smith Moore assists clients in creating comprehensive financial plans that encompass retirement planning, estate planning, education funding, and other crucial life stages.
• Investment Company: As an investment company, they manage assets on behalf of their clients, adhering to strict regulatory guidelines and employing prudent investment strategies.
• Stock Broker: Clients can access professional stock brokerage services through Smith Moore, facilitating the purchase and sale of stocks and other securities.

Accessibility and Amenities

Smith Moore prioritizes accessibility and client comfort. The office is equipped with:

• Wheelchair-Accessible Car Park: Ensuring convenient access for individuals with mobility limitations.
• Wheelchair-Accessible Entrance: Providing a seamless entry experience.
• Wheelchair-Accessible Seating: Offering comfortable seating options for all clients.
• Wheelchair-Accessible Toilet: Addressing the needs of clients requiring accessible restroom facilities.
• Online Appointments: Offering the convenience of scheduling and conducting meetings remotely.
• On-Site Services: Providing personalized consultations and support within the office environment.

Client Feedback and Reputation

Smith Moore consistently receives positive feedback from its clientele. Currently, the company has 1 reviews on Google My Business, all with an average rating of 5/5. These testimonials consistently highlight the firm’s professionalism, knowledge, and dedication to client satisfaction. One particular review emphasizes the knowledgeable and helpful nature of Lauren, a key member of the team, who is praised for her ability to answer client questions promptly and make investing a less daunting experience. It appears clients value the professional and stress-free approach offered by Smith Moore. The firm’s success is built on a foundation of trust, transparency, and a genuine commitment to achieving client financial goals. They strive to build long-term relationships based on mutual respect and understanding. The accessible environment further demonstrates their dedication to inclusivity and ensuring all clients feel welcome and supported. Their responsiveness and proactive communication are frequently cited as strengths, fostering a sense of confidence and security among their clients.

Contact Information and Website

To learn more about Smith Moore and how they can assist you with your financial needs, please visit their website at smithmoore.com. You can also reach them directly at 2173475225. The firm’s location in Effingham, Illinois, allows them to serve clients in the surrounding region and beyond. They are dedicated to providing tailored solutions and expert advice to help clients navigate the complexities of the financial landscape.

Conclusion

Smith Moore presents itself as a reliable and client-focused financial firm. Their comprehensive services, combined with their commitment to accessibility and positive client feedback, make them a strong contender for individuals seeking sound financial guidance. The firm’s dedication to building strong client relationships and providing personalized solutions is evident in their approach and operational practices.

👍 Reviews of Smith Moore

Caleb W.

5/5

Lauren is very professional, knowledgeable, and helpful. She's always able to answer my questions in a timely manner and makes investing easy and stress free.