S & M Associates is a financial advisory firm located in Fort Wayne, IN. With a focus on forming sound, long-term investment strategies, they work closely with members of ProFed Federal Credit Union, as well as individuals who are not credit union members. Their experienced team of professionals takes the time to understand the needs and concerns of their clients, providing personalized advice and guidance to help them achieve their financial goals.
Founded in 1987, S & M Associates has a deep understanding of credit unions and their philosophy, allowing them to provide tailored solutions that align with their clients' values. They offer a range of services, including investment management, retirement planning, and estate planning, and are committed to educating both experienced and new investors. With a client-centered approach and a dedication to improving their clients' understanding of investing, S & M Associates strives to be a trusted partner in managing their clients' investment portfolios.
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