Roger Smith, Financial Advisor

FINANCIAL ADVISOR
Roger L Smith

CFP®, AAMS™
1699 E Woodfield Rd Ste 215, Schaumburg, IL 60173opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Divorce Finances
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Fine Dining
  • History and Museums
  • Running
  • Art & Theater

Team Members

  • Julie Fields
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 10:00AM - 07:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(847) 995-0696

Fax

(877) 590-6964

Office Address

1699 E Woodfield Rd Ste 215
Schaumburg, IL 60173opens in a new window

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