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What Sets Us Apart?



  • Flexibility - We represent numerous carriers and investment products to find the right fit for our clients.
  • Highly Qualified - Our professionals are highly credentialed to better serve your financial needs.
  • Our Knowledgeable Team - Over 170 years of combined experience in the financial services industry.
  • Superior Service - We regularly survey our clients to assure a high level of satisfaction with our services.
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Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.