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Wells Fargo Advisors

  • Investment Management
Mr. James R. Smith
First Vice President-Investment Officer
231-547-0446 | 616-283-3539
616-940-1694 (fax)
  • About

    My Background
    I hold a degree in Business Administration from Western Michigan University. Now a First Vice President- Investment Officer with the Grand Rapids, Michigan office of Wells Fargo Advisors, I'm proud to work for a company with a heritage of helping clients.

    Away from the Office
    I enjoy cycling, skiing, hiking, camping, and discovering new places. My wife Mary and I live in Hudsonvillle with our children, Elizabeth, Madeline and Stephanie living near by.

    Planning for Retirement
    Whether you're seeking tax-deferred growth for you personal investment portfolio or an attractive employee-benefit plan for your business., I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.

    Retirement Income Planning
    An often overlooked aspect of retirement planning is the amount of annual income you'll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, potentially grow the principle and increase the income, or have enough income to last the rest of your life.