Smith

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Licensed Life/Health Insurance, Financial planning. Notary Public services, Wills, and all other legal documents requiring a notary.

Overview

Background checked

2 employees

7 years in business

Business hours

This pro hasn't listed their business hours.

This pro accepts payments via Cash, Credit card, Square cash app, and Zelle.

Social media

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media

4 photos

Projects and media

4 photos

Credentials

Background Check

Anna Smith

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Financial planning services are $125 hr. Or free if you purchase a Insurance Policy.
What is your typical process for working with a new customer?
In person appointments for Financial Planning and Notary Services
What education and/or training do you have that relates to your work?
Licensed Insurance Agent and Indiana State Commissioned Notary