“The SmithSandlin team has been my family’s financial advisor for many years. In my opinion, important characteristics in an advisor are not only excellent knowledge and insight of financial matters, but also communication and trust. When my husband passed away three years ago, SmithSandlin guided me through the transition of converting my accounts, and the team was very thorough and professional in handling the required documentation. They took the time to answer all my many questions and helped me understand my financial position going forward. The SmithSandlin group has earned my respect and trust and I am grateful for all the guidance they have given over the years.” *

- Anne H.

*These statements are testimonials by clients of the financial professional(s). The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial(s).

"Having worked with Kyle for more than a decade during times of both investing and retirement, he has exemplified his dedication to his clients. He is very responsive and proactive in his communications, and has always promoted options in line with our risk profile. He strives to grow in his profession through constant learning. He follows-through with commitments, we trust him, and we recommend him highly as a financial planning professional." *

- June N. 

*These statements are testimonials by clients of the financial professional(s). The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial(s).

“I have enjoyed a relationship with the Smith Sandlin team for many years. We have experienced good markets and bad but the team always kept the goal in mind and proposed changes based upon the conditions and the goal. Suggested significant changes to direction are made proactively with facts delivered. I find the full team to be supportive and highly responsive. I have referred another client to the team who is happy with them.” *

- Lonnie L.

*These statements are testimonials by clients of the financial professional(s). The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial(s).

“I have enjoyed and benefited from working with Kyle/SmithSandlin for at least 10 years. Kyle seems to me to be what a good investment account manager should be—thoroughly familiar with the business of investment, knowledgeable, willing to provide suggestions on account management, and responsive to questions and concerns. Kyle took over my trust accounts from a non-responsive bank and I have been pleased and entirely satisfied with my relationship with him. He is what a good investment manager should be.”*

- Arthur C.

*These statements are testimonials by clients of the financial professional(s). The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial(s).

“Kyle Smith and his partner Mike Sandlin, along with a very professional staff have cared for our retirement funds as if they were their own. Even in turbulent times we have always felt that our best interest was being served. We routinely get an email or a call with an offer to discuss any questions or changes we might want to make. We know that we are not alone, thank you.”*

- Judith M.

*These statements are testimonials by clients of the financial professional(s). The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial(s).

"I am reminded of a tv ad where the father of the bride, in his toast, thanks his financial planner. Kyle is that person for us. We have been working together for 20 years and we followed him to LPL. Kyle has taken the time to understand our needs, risk tolerance and has adjusted our portfolio to plan for our son’s college, wedding and our retirement. He is patient and happy to explain numerous times, he also understands us and knows when to nudge a decision and when to hang back and let us come to a decision. We are fully confident about his sincerity and a sense of duty to do good for all his clients."*

- Lakshmi V.

*These statements are testimonials by clients of the financial professional(s). The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial(s).