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Smarr Financial Services

3399 Peachtree Road NE Suite 400
Atlanta, GA 30326
Phone:
  • 404-601-2815 Cell 404-273-3224
Fax:
  • 678-489-4967

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Flipbooks

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Gregory A. Smarr

Investment Adviser Representative 

Chief Executive Officer

Smarr Financial Services, Inc.

Investment Advisor Firm

Insurance Agency 

 

 

Helping Clients Reach Their Financial Dreams

Today's investment and insurance climate offers unprecedented opportunities. At Smarr Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial and insurance needs and goals.
  2. A well-defined road map for achieving those goals.
  3. Ongoing advice to help adjust their road map when their needs change. 

 

From investments and retirement planning to risk management and estate conservation, our services cover all areas of financial management.  We specialize in helping our clients develop comprehensive, cohesive financial and insurance plans that fit their unique needs and enable them to meet both short- and long-term objectives.

On our website, you'll find valuable information for evaluating our current position and progress toward financial goals. We offer educational articles that outline financial and insurance concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.

For help with your financial and insurance needs, or for more information on Smarr Financial Services, please contact us today.

Greg is the President of Smarr Financial Services, an experienced financial and insurance firm dedicated to providing superior financial and insurance services. Greg’s passion is to help people reach financial security and their financial dreams. Greg’s clients include retirees, widows, professionals, professional athletes, business owners and everyday hard working people seeking financial independence.

Areas of Specialization:

  • Retirement Planning
  • Comprehensive Financial Plans
  • Tax Planning Strategies
  • Portfolio Strategies
  • Estate Planning
  • Income Planning
  • Insurance (Term, Universal Life, Health, Property and Casualty, Auto, Home, Business, Commercial, Fidelity and Surety Bonds )
  • BOAT's, RV's and Recrecation Vehicles  
  • CHUBB, HARTFORD, AIG, MET AUTO AND HOME, GE LIFE, PROGRESSIVE
  • KAISER, BLUE CROSS BLUE SHIELD, AENTA,COVENTRY HEALTH CARE, ASSURANT HEALTH, HUMANA, UNITED HEALTH, SENIOR HEALTH PLANS
  • COMMERCIAL LIABILITY INSURANCE 
  • Annuities (Fixed)
  • 401k,403B, Roth and Individual IRA'S
  • Stocks
  • Municipal and Corporate Bonds
  • Mutual Funds/ETF'S
  • College 529 Funding
  • U S Treasury
  • Long Term Care
  • Disability Insurance (Professional Athletes- Doctors, Lawyers, Pilots, Race Car Drivers)
  • Trusts
  • Charitable Giving
  • Managed Money
  • Wealth Accumulation and Preservation 

 

Now Serving Alabama, Georgia, Indiana, Mississippi, North Carolina,South Carolina,Tennessee and Texas for all your Insurance Needs  

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck