About PW Smith Financial
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company
Any testimonial on this site is based on an individuals experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
I am not licensed in all jurisdictions.
My insurance license number is 787220
150 Civic Center Dr #600, Sandy, UT 84070