William Smith has been my financial advisor for the past 7 years. I can honestly say he is THE BEST! He is very professional and friendly. William continues to keep me updated on my accounts and takes care of anything I may need related to my financial investments. I have never been disappointed in him. William is very knowledgeable and advises me on the best companies to invest with. I am very happy with his service. I have never lost money due to his advice. My invested money continues to grow every year. I am so glad we chose him for our financial advisor.
9101 Southern Pine Blvd Ste 300Charlotte, NC 28273
From Business: Corporate Benefits Service is a third-party administrator for self-funded health and welfare plans for more than 105,000 plan participants in over 45 states. It p…
2425 Crownpoint Executive DrCharlotte, NC 28227
From Business: Established in 1983, Benefit Management Services is one of the leading regional third-party administrators in North Carolina. It offers insurance services for lif…
William Smith is by far the most knowledgeable person who has helped my wife and I with all financial needs! We had lost money big time in 2008! We needed someone whom could help us with our 401K. William also helped us set up a life insurance policy to fit our needs! William Smith is by far the best and I will have no other agent!
My name is Sandra Black. I have been working with William Smith for some time now. He helped me get a Life Insurance Policy that is more beneficial to my needs. He also put me in touch with an agent that helped me get a Health Insurance Policy at a lower premium that matched the Policy I had. He has given me a lot of educational materials that shows me how to take advantage of different ways for saving money for my future. He has a lot of information to help you in making better decisions in your life for your future.
William Smith, Financial Strategies Consulting, is a great financial resource. He exercises due diligence and is personally committed to investigating the available markets and plans and to give you choices that both meet your financial needs and safeguard your money. He knows and understands the current financial world and how it can affect your personal financial well-being. He is a broker with access to a multitude of insurance, annuities, and other investments that safeguard your money. He is available by phone, email, and in person whenever you need him. He educates you with videos, brochures, and personal instruction. He is patient in giving more detailed explanations when you need them. He goes beyond the call of duty to find what you need within your budget. He cares about you. Here's how he helped me and my husband.He helped my husband choose safe ways to use his pension funds and 401k money to increase the money flowing in without risk of losing the money invested. My husband choose a variety of annuities and investment opportunities that have helped him relax knowing he will have money to pay his bills for the rest of his life and perhaps a little left over to share with his beneficiaries.
This was the best experience I've ever had with a financial counselor he took time to sit down and explain every detail about my policy my 401k he was excellent I never knew a lot of things he he showed and told me until that day and when I call him he always answered his phone a person not a machine mr. William Smith thank you so much for taking the time out with me on my journey all these years some of the things you told me and showed me I never knew thanks.
William has bee in the financial consulting business for many years and helped countless people understand and reap the benefits of his knowledge of wealth management, and tax dos and don'ts to save you money. He is experienced in life and annuity markets to get his clients the best possible rates and policies. Give him a call today!
I love the staff at L.E. Goodgame! I worked with Larry Goodgame for many years and during that time, he always held the highest degree of integrity out of anyone that I know professionally. I was sad when Larry retired but have been equally as satisfied with his predecessors . I was pleased to know that Caroline Smith would still be my account manager. Caroline is knowledgeable, friendly and a reliable resource. I would recommend this agency to anyone that needs help with their employee benefits.
Excellent staff and unbelievable service. John Titolo one to go to for all your insurance needs. Honest hard working guy that knows his stuff.