Tad Smith, Financial Advisor

FINANCIAL ADVISOR
Tad Smith

AAMS™
50 Broad Street, Milford, CT 06460opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Cycling
  • Skiing
  • Spending Time with Family
  • Traveling
  • Volunteering

Team Members

  • Sharon Mullenix
    Sr. Branch Office Administrator
    FPQP®
  • Merina Sabatucci
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(203) 874-1262

Fax

(888) 368-2617

Office Address

50 Broad Street
Milford, CT 06460opens in a new window

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