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Smallwood Wealth Management
- Financial Services
- Red Bank, NJ
About this business
Location details
199 Broad St, Red Bank, NJ, 07701, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Great to work with
John Smallwood and his team have been incredibly good to our family. They've helped us navigate a difficult financial situation, maintaining solid returns throughout. We were concerned that we'd be bumped in priority given our situation... Quite the contrary, we meet with Rob Marks at a higher frequency to ensure that we're on track to meet our goals. Rob's been so valuable in making recommendations and keeping us informed of the impact of our financial decisions. We have total confidence in Rob and appreciate his attention ... read more
Overall very disappointed with my experience at Smallwood Wealth Management. The owner let my financial advisor go after working together for the better part of two decades, did not let me know for a week, and then tried to assign my account to a junior advisor (owners son). They let go many critical employees, including their main employee who handles compliance and regulatory matters. My advisor had a large client base that he made very happy for many years. It was quite surprising when I got an email saying that someone i... read more
Jack and Christine have been a god send! They have helped me get all of my accounts in one place, are incredibly organized and super knowledgable. There is no one I trust more than SWM!
I was guided through the process with great care,knowledge and patience …and a good sense of humor! Thank you Cristina!
Frequently asked questions about Smallwood Wealth Management
How is Smallwood Wealth Management rated?
Smallwood Wealth Management has a 4.6 star rating with 28 reviews.
When is Smallwood Wealth Management open?
Smallwood Wealth Management is closed now. It will open at 9:00 a.m.
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