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David Smith

David Smith

Private Wealth Manager | CFP | CRPC | AIF

  • About
    • What is financial planning?
    • Why work with David?
    • Who I work with
  • Is financial planning for you?
    • Young Investor
    • Middle-Aged Investor
    • Ready to Retire
  • Other Professionals
  • Brokercheck
  • Contact Me

Other Professionals

As a professional advisor I become aware of needs that go beyond financial planning. I’ve developed relationships with other professionals that I trust to meet your needs.

If you have a need for these professionals I will gladly broker an introduction:

CategoryNameBusiness NameYouTube Link
A/C & HeatingBrandon CronkhiteMillionaire Heating and Air ConditioningPromotional Video
AuthorDr. Judy Cookhttp://godrjudy.com/
Automotive RepairNathan ValentineValentine Automotive
Commercial InsuranceSteve MeleleluSMA Insurance Services
Commercial Real EstateCole CollinsNewmark Frank Wright
Funeral ServicesKristi PolkRestland Funeral Home and Cemetery
IT ConsultingJose TitusNerdNetworx
Mold RemediationRoss SaffellOlympic Restoration Systems
Pest ControlMendi NelsonQuickSumo Pest Control
PrintingRon EdwardsBig Feet Art
ThermographyDr. Rebeca GraciaTox Doc On Call
Water PurificationCollin WesteWater Health EmporiumYouTube
Water Restoration ServicesGilbert DelgadoSuperior Carpet Services
Web DesignDavid FaresDSFares Consulting
Estate AttorneyJoshua MilamMilam Law Firm, PLLC
Insurance Property & CasualtyMichael MonzingoTexas Independent Insurance
Residential Mortgage LenderNicholas MarasciaOrigin Bank

 

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Forás Financial, LLC is independently owned and operated.

 

Securities and advisory services offered through LPL Financial,
a registered investment advisor.  Member FINRA/SIPC

Forás Financial, LLC

Address: 14881 Quorum Drive, Suite 125
Dallas, TX 75254
Email: dsmith@upstreamip.com
Phone: (972) 865-6944

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.