Craig Smith
Financial Advisor at Highland Financial Group
- Role
- Financial Advisor at Equitable Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Craig Smith
As a Financial Advisor Craig strives to ensure clients achieve their financial goals…
Experience
Financial Advisor
Jan 2020 — Present · Boston, MA, US
At the Boston Branch of Equitable Advisors, our mission is to provide superior advice and service to our clients in our communities while presenting Equitable with the highest level of integrity. We focus on helping individuals meet a variety of financial needs, including Life Insurance, Educational Funding, Retirement Planning, Investment Services, Estate Planning, Qualified Plan Funding, Non-Qualified Deferred Compensation, Trusted Services and Business Continuation Plans.
Education
University of New Hampshire
Bachelor of Business Administration - BBA
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