Benefits broker of record · BALA CYNWYD, PA
R.SMITH, CFP
R.SMITH, CFP of BALA CYNWYD, PA is named as the broker of record on 1 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
1
Book size
under $10k
States
PA
Clients on file
| Employer | Carrier | Renews |
|---|
Subscriber access
1 more plans in R.SMITH, CFP's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A