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Your testimonials and reviews help us learn where we are hitting and missing in our mission to provide the best possible retirement and other financial services. We value your input and appreciate any insights that will help us improve. Of course, it is always nice to see what we are doing well.
We would love for you to leave us a review on this page or on any of your favorite review sites. What you see here is 100% authentic. Please read our review content policy.
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Your input is important to us.
We welcome your comments on SMA Services, Inc. in general, our customer service, or on any of our specific products/services.
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If reviewing one of these specific services, please indicate it in your comments.
Review Content Policy
SMA Services, Inc. seeks to publish reviews that accurately and fairly represent the opinions of the users of our services. In general, every review written by a client will be published, unless that review is demonstrated to violate one or more of the criteria set forth below.
- Are abusive or illegal. An abusive review or comment is one that makes personal attacks, threatens, or harasses others, or uses profanity.
- Violate privacy. Reviews that mention specific, non-public, full names of individuals or posts personal information in the review or comments in a manner that is inappropriate and/or unrelated to the performance of the service rendered are subject to removal. Any licensed service provider is considered a public name.
- Are not from a current customer. A current customer is one who has received services within the preceding 12 months.
- Contain material falsehoods or inaccuracies. Reviews or comments cannot contain inaccuracies or false statements that are material to the service performed, or significant unrelated content, such as spam or promotional materials. Matters of opinion are not considered material falsehoods.