Our Approach

Small and Associates Financial, you’ll notice something different from the first moment you walk through the door. The way you’re treated may remind you of something familiar.

We treat everyone like family, and that’s more than just helping you feel welcomed and comfortable. We tell you what you need to hear by providing tailored advice for your situation.

You need to know all your options including the upsides and potential downsides of any decisions. At Small and Associates Financial, we want you to succeed and feel confident about the choices you make.

This explains why, after working with our team, many people tell their friends and family about us, which is why the majority of our clients come from referrals.

Small and Associates Financial helps give you clarity for today and confidence for tomorrow.

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Background and qualification information is available at FINRA's BrokerCheck website


Client Satisfaction 4.9 out of 5 rating based on 48 reviews 98.00

 
 

Honored to receive recognition from Barron’s

We are honored and thankful to serve each of our clients and their families now and in the future – and we’re excited to share that Joey Small has been recognized by Barron’s on the Top 1,200 Financial Advisors list for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s®. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.

 

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)