Broker Check

C.M. Smith Financial

C.M. Smith Financial

President - Registered Representative


The Company was founded on January 1, 1974, by Charles M. Smith after working with other insurance brokerage firms for 15 years. 

The cornerstone of the firm was built on three words: knowledge, integrity, and credibility.  C.M. Smith’s knowledge extends to group life, disability protection, dental coverage, cafeteria plans, executive benefit plans, 403(b) and 401(k) plans.

Whether corporate or individual, each client can be assured that they will experience the same professional and detailed attention.  All clients have their needs assessed first to determine their requirements.  A plan to best serve the client is then put into action; however, the service does not stop there.  The people of C.M. Smith nurture the one-to-one relationship with each client and are prepared to meet every changing need as it occurs.

The C.M. Smith Agency