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Best Financial Advisors in Fort Smith

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3101 South 70th Street, Fort Smith, AR 72903
Fort Smith, AR 72903
  • Certified Financial Planner (CFP)

Landmark Financial, LLC, has been assisting clients in Fort Smith in crafting financial, investment, retirement, insurance, tax, and education plans since 2002. With a focus on ensuring every client's financial goals are achieved, the company's advisors work with them in mapping out their financial future. They also provide assistance in wealth management. In addition, some of the advisors have earned the Certified Financial Planner, Chartered Retirement Planning Counselor, Personal Financial Specialist, and Accredited Investment Fiduciary designations.

3101 South 70th Street, Fort Smith, AR 72903
Fort Smith, AR 72903

Website(479) 484-5173

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

7424B Ellis Street, Fort Smith, AR 72916
Fort Smith, AR 72916
Instagram
  • Certified Financial Planner (CFP)

OneDigital Fort Smith, AR, is an advisory firm serving individuals and families in the area. It offers wealth management services, such as savings strategies, Social Security and retirement income projections, cash flow management, and debt management. The firm also provides employee benefits consulting, HR consulting, and financial services. Adam Bruckman, the firm's CEO, worked in the sales industry before establishing his firm in 2000. He was named one of the Top 100 Innovators in 2014 by The Council of Insurance Agents & Brokers.

7424B Ellis Street, Fort Smith, AR 72916
Fort Smith, AR 72916

InstagramWebsite(479) 434-6556

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

61 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3101 Free Ferry Rd 1st floor, Fort Smith, AR 72903
Fort Smith, AR 72903
  • Certified Financial Planner (CFP)
  • Financial Planning

Serving the Fort Smith community, Siebenmorgen and Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC, that aims to help clients prepare for their future. Its financial advisors assist clients in achieving their short-term and long-term goals by offering personalized financial advice, investments and solution recommendations, and progress meetings to track important life updates and strategy results. The firm is staffed by Chartered Retirement Planning Counselors and Certified Financial Planners who have been in the financial services industry for decades.

3101 Free Ferry Rd 1st floor, Fort Smith, AR 72903
Fort Smith, AR 72903

Website(479) 478-1000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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