West side financial services

FIND YOUR WAY

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MEET jARRED SMITH

Jarred Smith is an Investment Advisor. Jarred has been in the industry since 2010 with in depth knowledge of investment strategies. Helping people understand how their money is working for them is what Jarred enjoys most about being an advisor. Jarred believes every client is unique in their investment needs and objectives. Open architecture provides us the ability to construct an investment plan that suits the needs of each individual client. Jarred was born and raised on the West Side of Cincinnati, graduating from Oak Hills High School. Jarred earned his Bachelors Degree in International Business from The Ohio State University. Jarred holds series 6, 7, 63, 65 through LPL financial, and Life and Health Insurance licenses. Jarred has served as President of the Delhi Riverview Kiwanis and the President of the Financial Advisory Board for Delhi Township. Jarred is currently raising his family on the west side of town. He has been married to his wife, Laura since 2012.

wHAT TO EXPECT

Planning

We provide a plan for you to help navigate you to your investment goals by asking you the questions that matter. Then we explain how it works in a way that our clients can understand.

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to your risk tolerance.

Why Us?

We treat our clients like family. We take a personal interest in your success. Every client is unique, so not every client has the same path to their goal.

The best time to plant a tree was 20 years ago. The second best time is now.

Chinese Proverb

Frequently Asked Questions

Why should I make a financial plan?

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.

What should a financial plan include?

It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.

How often should I update my financial plan?

You can meet with us anytime to review your plans, or before any major life transition.

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan.

West Side Financial Services

1085 Ebenezer Road, Cincinnati, Ohio 45233, United States

Hours

Monday - Sunday: By appointment

I will work around your schedule.

thank you

Additional Information

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.