Jeff Smith
Protection | Accumulation | Distribution
- Role
- Financial Services Professional at Vista Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Financial Services Professional
Jan 2021 — Present · Reading, PA, US
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in Pennsylvania. CRN20••••••••51
Education
Alvernia University
Bachelor's
2008 — 2011
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