Insights

Retirement Focus Strong emphasis on comprehensive retirement planning and income strategies presents an opportunity for cross-sell to affluent individuals and pre-retirees seeking a holistic financial plan that integrates taxes, estate, and healthcare planning.

Holistic Offering Integrated services spanning investment management, tax planning, estate planning, and healthcare considerations suggest potential to upsell enhanced advisory services to existing clients and attract business owners needing integrated wealth management.

Growth Readiness Revenue in the mid-range with a lean team implies capacity to scale advisory services through partner onboarding, targeted marketing campaigns, and expanding client segments while maintaining personalized service.

Digital Footprint Active use of marketing automation and analytics tools indicates opportunities to optimize lead generation, nurture programs, and client onboarding to improve conversion and client lifetime value.

Founder Credibility Founder-led brand with exposure through Ascend360 Insider and leadership credentials (RICP, MRFC) can be leveraged to build trust, drive referrals, and position for strategic partnerships with mid-market businesses and affluent families.

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W.A. Smith Financial Group Tech Stack

W.A. Smith Financial Group uses 8 technology products and services including TalkBack, Cloudflare CDN, WordPress, and more. Explore W.A. Smith Financial Group's tech stack below.

TalkBack
Accessibility
Cloudflare CDN
Content Delivery Network
WordPress
Content Management System
React
Javascript Frameworks
jQuery Migrate
Javascript Libraries
reCAPTCHA
Security
X-Content-Type-Options
Web & Portal Technology
Adobe Fonts
Web Fonts

W.A. Smith Financial Group's Email Address Formats

W.A. Smith Financial Group uses at least 1 format(s):

W.A. Smith Financial Group Email Formats	Example	Percentage
First@wasmithfinancial.com	John@wasmithfinancial.com	80%
Last@wasmithfinancial.com	Doe@wasmithfinancial.com	12%
FLast@wasmithfinancial.com	JDoe@wasmithfinancial.com	4%
First.Last@wasmithfinancial.com	John.Doe@wasmithfinancial.com	4%

Frequently Asked Questions

What is W.A. Smith Financial Group's phone number?

You can contact W.A. Smith Financial Group's main corporate office by phone at

+1-419-626-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is W.A. Smith Financial Group's official website and social media links?

W.A. Smith Financial Group's official website is wasmithfinancial.com and has social profiles on LinkedIn.

How much revenue does W.A. Smith Financial Group generate?

As of August 2026, W.A. Smith Financial Group's annual revenue is estimated to be $25M - $50M.

What is W.A. Smith Financial Group's NAICS code?

W.A. Smith Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does W.A. Smith Financial Group have currently?

As of August 2026, W.A. Smith Financial Group has approximately 27 employees across 1 continents, including North America. Key team members include Owner: P. S.Chemical Operator: M. T.Internship: R. L.. Explore W.A. Smith Financial Group's employee directory with LeadIQ.

What industry does W.A. Smith Financial Group belong to?

W.A. Smith Financial Group operates in the Financial Services industry.

What technology does W.A. Smith Financial Group use?

W.A. Smith Financial Group's tech stack includes TalkBackCloudflare CDNWordPressReactjQuery MigratereCAPTCHAX-Content-Type-OptionsAdobe Fonts.

What is W.A. Smith Financial Group's email format?

W.A. Smith Financial Group's email format typically follows the pattern of First@wasmithfinancial.com. Find more W.A. Smith Financial Group email formats with LeadIQ.

W.A. Smith Financial Group

Q: How many employees does W.A. Smith Financial Group have currently?

W.A. Smith Financial Group has approximately 27 employees.

Q: What technology does W.A. Smith Financial Group use?

W.A. Smith Financial Group's tech stack includes core-js, MySQL, Google Hosted Libraries, Microsoft Clarity, Meta.

Q: What is W.A. Smith Financial Group's NAICS code?

W.A. Smith Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

W.A. Smith Financial Group operates in the financial services sector, offering holistic financial planning and investment management to individuals, families, and business owners. Its approach centers on designing retirement plans aligned with each client’s personal vision and values, addressing a broad range of needs such as retirement income, tax strategies, estate planning, and healthcare considerations. Based in Sheffield, Ohio, the firm positions itself as a local adviser focused on helping clients feel confident about their financial future and comfortable in retirement. The team emphasizes a personalized, comprehensive planning process and accessibility through introductory consultations and ongoing educational content for clients and prospects alike.