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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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 firstname.lastname@example.org 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 Iris Conner 860-990-6408 860-990-6430 email@example.com Iris Conner is a Client Service Representative at C.M. Smith Financial. Iris joined the firm in 2007. She brings to C.M. Smith over 30 years of experience in the Insurance and Financial Services Industries. Prior to... Read more Kim Irizarry 860-990-6412 860-990-6430 firstname.lastname@example.org Kim Irizarry is a Client Service Representative at C.M. Smith Financial and has been with the firm since 2008. She brings to C.M. Smith over 30 years of experience in the insurance industry.Prior to joining C.M. Smith, Kim was... Read more Have a Question? Name Email Address Question Thank you! Oops!