SmithReed: About SmithReed

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About Us

SmithReed is a privately owned firm and has been serving clients for three generations. We advise clients on how best to

grow, protect, and transfer wealth

reduce personal, family, and business tax burdens

capitalize, market, and improve operational efficiency of their business

At SmithReed we place the interests of our clients first. Whether you need investment advice for you and your family, have questions about lowering your tax burden, or would like to discuss opportunities for growing your business, SmithReed has the experience to provide you with independent objective advice.

Our team approach enables you to benefit from a diverse group of experienced professionals. Our partnerships and alliances enable us to deliver fresh solutions not available at much larger firms. Learn more about us or give us a call to schedule a convenient time to get to know each other.

Tax and Business Advisory services offered through SmithReed are not affiliated with Linsco/Private Ledger.

Securities and Asset Management Services offered through Linsco/Private Ledger, Member FINRA. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. Registered Representatives of Linsco/Private Ledger whose identities and associations with SmithReed, LLC are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, FL, GA, IL, KS, KY, MO, NC, NY, OH, TN, and SC.