Steven G. Smith, founder of Smith Gillis Financial, has built a flourishing family

business by treating people like family. His philosophy is that “Taking care of you and

your family is our #1 goal. Why? Because you’re now part of our family”.

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Steve recognizes the importance of financial education, knowing that it is the cornerstone of financial security. The classes that Steve offers within the community provide clarity and insight to those who are seeking a secure financial future while preparing for retirement. His classes provide an opportunity to understand the difficult and complex strategies involved in the retirement planning process.

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Steve and his wife Lynn has been married for over 43 years, living in Wallingford, CT for most of that time. They have raised three wonderful children and are now enjoying the role of grandparents.