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SMPSavings Investment Services

When it comes to your financial dreams, you want a team who can help you achieve those goals. Our advisors are here to help you plan for your future. 

Our services:

  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Portfolio Reviews
  • IRAs / Rollovers / Transfers
  • Mutual Funds
  • Life Insurance
  • Fixed & Variable Annuities
  • Fee Based Advisory Options

Disclaimers and Important Information


Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 

Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency.

Check the background of an investment professional on FINRA's BrokerCheck

View Cetera Investment Services privacy policy (Opens in a new Window) and other important information (Opens in a new Window).

Neither Cetera, nor any of its representatives may give legal or tax advice. As part of a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Advisory services may only be offered by Investment Adviser Representatives.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Cetera’s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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