top of page

Privacy Policy

Information We Collect

We may collect the following types of information-Names, address, phone number, email address, and other information you provide during registration.

 

How We Use Your Information

We use the collected information for the following purposes: to provide and manage our services, to send you related and requested information, to communicate with you, including responding to your questions and requests, and to send you updates, event and appointment reminders.

Join Our Newsletter

Carefully Cultivating Your Financial Future

LOCATIONS

Meriden, CT

300 Research Parkway Ste 101, Meriden, CT 06450

Ridgefield, CT

90 Grove St. Suite 205, Ridgefield, CT 06877

Please note that Smith Gillis Financial and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

​

Please note that Smith Gillis Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation.

​

Smith Gillis Financial and their representatives may be able to identify potential retirement income gaps and may introduce insurance products such as a fixed annuity as a potential solution.

​

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

​

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

​

** Additional information can be found at www.medicare.gov.

© 2026 Smith Gillis Financial. All rights reserved.  |  Privacy Policy  |  Terms and Conditions

bottom of page