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Allevi-8

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Create a plan.
Stop worrying about money.

Schedule a phone or in-person meeting to find out how we can help you to stop worrying about money.

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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.

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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

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 Some of the information may be out of date.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.

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