SMB Financial helps position clients to generate monthly income from their savings that will last.
Prospective clients regularly expressed dissatisfaction with traditional retirement income options such as Savings Accounts, CDs, Money Market Accounts, Annuities and Treasuries. In response to these concerns we began developing, among other options, an income-focused strategy using lower volatility instruments. Numerous accounting and law firms continue to refer their pre and post-retirement clients to us. SMB Financial was founded in 2003. SMB is a Registered Investment Advisor serving clien...
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 4:30 PM
- Tue 9:00 AM - 4:30 PM
- Wed 9:00 AM - 4:30 PM
- Thu 9:00 AM - 4:30 PM
- Fri 9:00 AM - 4:30 PM
- Sat CLOSED
-
Thu 9:00 AM - 4:30 PMOPEN NOW
- Location TypeHQ
- Opening Date2003-01-01
- Annual Revenue Estimate$500,000 to $1 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- Founder, Sec./Treas. Bruce Porter
- Phone 503.387.3222
- Email [email protected]
- Fax 503.344.4558
- President Tim Porter
- Phone 503.387.3222
- Email [email protected]
- Fax 503.344.4558
SMB Financial Services, Inc. is an unclaimed page. Claim it for free to:
Update listing information
Respond to reviews
Add business hours, photos and much more