Joanie Smith, Financial Advisor located in California, MD

Financial Advisor
Joanie Smith

AAMS®
23076 Three Notch Rd, Suite 301, California, MD 20619opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • College Savings

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Pets
  • Horseback Riding
  • Outdoor Enthusiast
  • Gardening
  • Farming

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(301) 863-0116

Fax

(877) 479-6981

Office Address

23076 Three Notch Rd
Suite 301
California, MD 20619opens in a new window

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