Service List

Think you’re too small for a full-service financial consultant?  Guess again!  Branison Smith Associates can provide the following services:

· Retirement benefits services (401K, 403B, SEP/SIMPLE) 

· Individual retirement planning and portfolio management

· Protection management

· Prepaid legal services,

For more information about this service:

E-mail: info@branisonsmith.com

or call us at 215.935.6128

Business Consulting

Not getting the most  out of your Client Relationship (CRM) platform? Interested in buying a CRM platform but don’t  know the right questions to ask?  With over 15 years  experience with CRM, and  business analysis technologies let Branison Smith, LLC help you pick the right platform for you. We can assist with:

· Identifying the appropriate platform(s)

· Project and Vendor  management

· System installation and implementation

· Analytics and Reporting

· Training

 

 

 

For more information about this service:

E-mail: marketingtech@branisonsmith.com or call us at:215.989.4273

Marketing Technology/ Business Intelligence

Text Box: Call us: 215-935-6128

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A proud member of the

Greater Philadelphia Chamber of Commerce