Testimonials

"Knowledgeable, caring, highly ethical, reliable...an accurate way to describe Brad who has been our Financial Advisor for more than twenty years. There has been always the security that he is there to guide and assist with our needs through different stages of our lives. Thank you, Brad." - Enma Baron

"I'm a believer in the importance of financial planning, and risk management in particular for growing families like ours, and I take comfort in the fact that Northwestern Mutual is a strong company which has been around for more than 150 years. Brad Smith and his team have consistently helped me focus on long-term financial goals over the 10 plus years since we met, and together we have executed a plan which should protect me in old age and my family after I am gone." - Mark T. Drabkin

"Abby and I met Brad Smith in 1990 when we started to address our insurance needs for our then young family.  Over the years, as our needs changed, we continued to call on Brad for advice on insurance, estate and investment matters.  His counsel has been consistently solid and warmly given.  Now, almost 30 years later, we have introduced our adult children to Brad and his team, knowing that the guidance and advice offered will be sound and responsive to their changing needs." - Robert Kandel

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Brad Smith

Brad Smith, CFP®, ChFC®, CLTC®

Wealth Management Advisor

 

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