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SmartAsset

2.5

About this business

Location details

122 E 42nd St, #4300, New York, NY, 10168, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
2.539 reviews
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Sandra B's profile image
Sandra B 
2 weeks ago

Incredible , I love this idea, this is so nice. Thank you so much.. 

Taylor W's profile image
Taylor W 
3 weeks ago

Believe yourself. Let the hate talk prove your point to others. 

John W's profile image
John W 
a month ago

Good advise. Good advise, good advise. Good advise, good advise. 

Business response:

Thank you for your feedback. Were glad you found the SmartAsset platform helpful in connecting with financial advisor matches. 

Bret and Michele M's profile image
Bret and Michele M 
a month ago

I hope Im able to get more money I have no extra money and I need to save sone money 

Business response:

Thank you for sharing. Speaking with a financial advisor may help users better understand their current financial situation and the planning options available to them. SmartAssets platform is designed to help connect users with financial advisor matches based on location, willingness to work with a remote advisor, and stated investable assets. We appreciate you using SmartAsset. 

Michael W's profile image
Michael W 
2 months ago

good site to reference Talent throughOUT ***;; there were no matches in my county,, asked for a local reference 

Vaso B's profile image
Vaso B 
2 weeks ago

A bit sleazy. The "survey" promised to give a dollar amount I could spend in retirement. Instead the survey gathered personal information in order to "recommend" financial planners... ******. 

Tony M's profile image
Tony M 
a month ago

I registered to receive an article on **** conversion strategies, specifically an article. They basically collected my information for sales and contacted me to set up appointments. They did not have the content and information I requested. Poor coordination. 

Turner M's profile image
Turner M 
6 months ago

Smart Asset is a complete scam for both advisors and the investing public. As a financial advisor with a spotless 25 year record for two major international brokerage firms, I paid Smart Asset thousands of dollars each month for supposedly pre-qualified prospective clients who were seeking advice. Exactly zero prospects answered the phone, returned messages or emails, or participated in any way - a complete waste of time and money for financial professionals. Also, Smart Asset did not screen me as an advisor in any way - the... read more

Business response:

Thank you for sharing your concerns. According to our records, you used the SmartAsset platform for approximately 66 days in 2021. At that time, advisors were part of our original program, which allowed the submission of certain leads for invalidation if specific criteria were met and the request was submitted within the required timeframe.We also note that results may vary based on several factors, including prospective clients' responsiveness, the follow-up strategy, and market conditions. Historically, many advisors begin... read more

Sarah P's profile image
Sarah P 
6 months ago

Never signed up for this. Got a strange email and AI voice call. I'm also on the Do Not Call registry. Texted me, called me and emailed me. Tried to call the number listed on their website and it's just terrible hold music that goes on and on. Not cool to harass people. I'll let the *** know. 

Business response:

Thank you for bringing this to our attention. Im sorry to hear about your experience.At this time, were unable to locate a record in our database that matches the contact info you provided when you left this review.If youre willing, having the phone number that received the call would be very helpful in allowing us to locate the record in our system. Additionally, if youre able to forward the email you receivedincluding the to, from, subject line, and header detailsthat would further assist us in tracking down the source. Yo... read more

Frequently asked questions about SmartAsset

How is SmartAsset rated?

SmartAsset has a 2.5 star rating with 39 reviews. 

When is SmartAsset open?

SmartAsset is closed now. It will open at 9:00 a.m.