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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Sara Smith
Wealth Advisor
Celebrating 20 years with Frandsen
AIF | Series 65, 63, 7 & 6 liscenses
What I Specialize In
- Advisory & Wealth Management
- Employee Retirement Accounts
- Financial Planning
- Life Insurance, Long-Term Care
- Retirement Planning
- 401K Transition
My Locations
Lobby Hours Mon–Thu: 9am–3pm, Fri: 9am–5pm | Sat–Sun: Closed
Drive-Up Hours Mon–Fri: 8:30am–5pm | Sat–Sun: Closed
About Sara Smith
Sara Smith brings more than 30 years of experience in the financial industry and has served as a financial advisor since 2008, helping clients navigate life’s financial decisions with confidence and clarity. She is dedicated to supporting individuals and families through strategic planning, personalized solutions, and sound, ethical guidance tailored to each client’s unique goals. Sara believes successful financial planning is built on long-term relationships, taking the time to understand each ...
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