Team
At C.M. Smith Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Daniel McCarthy
860-990-6430
dmccarthy@cmsmithfinancial.com
Daniel McCarthy is President of C.M. Smith Financial – Insurance and Retirement Services. He joined C.M. Smith in 1995. Dan was an associate of Charter Oak Financial Group in Farmington, CT prior to joining C.M. Smith.
Iris Conner
860-990-6430
Kim Irizarry
860-990-6430
kirizarry@cmsmithfinancial.com