Zachery Smith, NSSA® Advisor · Saginaw, MI
Zachery Smith
Lead Advisor and Owner, Premier Financial Group, LLC
Professional Profile
Zachery Smith, RICP® NSSA®, is a trusted Lead Advisor and Owner at Premier Financial Group, LLC, located in Saginaw, Michigan. With a profound commitment to helping families achieve their financial goals, Zachery has dedicated his career to providing personalized, expert financial guidance. His journey into finance began at just seventeen, driven by a life-changing experience that showcased the transformative power of a financial advisor. After earning his Bachelor's degree in Business Management from Northwood University in 2020, he honed his skills at a firm in Mount Pleasant before partnering with his father-in-law at Premier Financial in May 2022.
As a holder of the NSSA® designation in Social Security planning, Zachery Smith brings specialized knowledge of Social Security planning to every client relationship.
Under Zachery's leadership, Premier Financial has flourished, with a focus on clarity, support, and empowerment for every client. He believes in the importance of making every client meeting valuable and strives to ensure that individuals leave feeling informed and confident about their financial futures. As a proud member of the Saginaw community, Zachery is deeply invested in the well-being of his clients and their families, and he approaches his role with genuine care and passion. Whether you're looking for guidance on social security planning, investment strategies, or comprehensive financial management, you can rely on Zachery Smith to deliver expertise with a personal touch.
Disclosure
Great Lakes Retirement Solutions, doing business as Premier Financial Group LLC, is registered as an investment adviser with the State of Michigan, and only transacts business in states where it is properly registered, or is excluded or exempted from such requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Information on this website is directed toward U.S. residents only. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities. Content associated with podcasts and/or blogs should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter on the date of the podcast / blog and are subject to change. Content should not be viewed as personalized investment advice. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio. Any tax and legal information discussed is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Check the background of your financial professional on FINRA’s BrokerCheck.
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