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We build great relationships.

See what clients
from diverse businesses
have to say about Smallwood Financial: 

“Kevin Smallwood is the financial advisor for our 401(k) plan. Smallwood Financial provides the personal touch our company values, offering expert advice tailored to the individual financial situation of each employee.”


—Rebecca Hines, Controller

BYL Companies

West Chester, PA


“I have been using Smallwood Financial for several years, for both my payroll and 401k management. Smallwood Financial offers an all-in-one solution for my needs. I like being able to handle any issues with one phone call, to one company. I would highly recommend them to anyone that needs the personal touch and expert guidance in these services.


—James Celentano, Managing Partner
On the Spot Media

New York, NY

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