Broker Check

Team

At C.M. Smith Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Daniel McCarthy

860-990-6410

860-990-6430

dmccarthy@cmsmithfinancial.com

Daniel McCarthy is President of C.M. Smith Financial – Insurance and Retirement Services. He joined C.M. Smith in 1995. Dan was an associate of Charter Oak Financial Group in Farmington, CT prior to joining C.M. Smith. 

Read more

Bret Maffett

860-990-6411

860-990-6430

bmaffett@cmsmithfinancial.com

Bret Maffett is President Emeritus of C.M. Smith Financial. He joined C.M. Smith in 1983. Bret received a Bachelor of Arts degree from Middlebury College in 1972 and a Masters of Business Administration from the Amos Tuck School...

Read more

Nancy Rausch

860-990-6405

860-990-6430

nrausch@cmsmithfinancial.com

Nancy Rausch is Vice President of Insurance and Retirement Services at C.M. Smith Financial and has been with the firm since 1990. She brings to C.M. Smith over 35 years of experience in the benefits/insurance industry from both...

Read more

Have a Question?

Thank you! Oops!