Menu Home Services Contact Blog Allevi-8

Contact The SMB Team of advisors
SMB Financial Services, Inc.

2019 ADV Part 2a
2019 ADV Part 2a Wrap Brochure
2019 ADV Part 2b for Tim Porter
2019 ADV Part 2b for Bruce Porter
2019 ADV Part 2b for Tom Peekema
2019 ADV Part 2b for Jim Flad
2019 ADV Part 2b for Rian Flad
2019 ADV Part 2b for Jeraldine Benton
2019 ADV Part 2b for Brian Bradley
2019 ADV Part 2b for Jeremiah Forrister
2019 ADV Brochures

Slide About SMB Financial is owned and operated by SMB Financial Services, Inc., a registered investment advisor with the SEC. SMB Financial Services, Inc was established in 2003 and is located in the Portland, OR area. Things to do Contact one of our advisors Download our ADV Schedule a free appointment Read Tim & Bruce's blog Useful Links TD Ameritrade Morningstar Retirement Calculator Allevi-8 PDF's Privacy Policy Information on this website is for educational purposes only and not intended as investment planning or advice. There is a risk in investing. Account values can go down and the principal can be lost. Not every investment is appropriate for every investor. Any guarantees mentioned are offered by specific financial institutions and not SMB Financial. Some of the information may be out of date. Please consult your own financial advisor or SMB Financial before acting on any of the information on the website. The advisor may not transact business in states where it is not registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.