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Vermont

Investing Is More Than Just Money.
It’s About Trust In Your Financial Advisor.

At Streetlight Financial, We Understand Finance And Trust.

Streetlight Financial Featured In:

Our Streetlight Financial Offices:

Our office in
Massachusetts

Streetlight Financial offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Aaron Smith

Partner

Nick Paine

Operations Manager

Charlene Davey

Operations Manager

Mark Vaclavicek

Financial Advisor

Andrew Bermani-McCann

Client Communications Manager

Josee Vaclavicek

Office Manager

Summer

Office Dog

Our New Branch for Financial Services in
Vermont

We’re excited to bring our financial advisor expertise to Vermont with the launch of our new office. Join us on this journey of growth, as we invite new clients to experience our tailored financial advisory services.

Rafael Sternbach - Le Noury

Client Communications Manager

Aaron Smith

Partner

Jacqui Rupert

Registered Assistant

“Understand what people need in financial services.
Add value to their lives in unexpected ways.”

Client Advocacy, Customize, Bespoke, Tailored Financial Solutions

Streetlight Financial Client Testimonials

Irene Upham
Irene Upham
2017-11-10
Mark is the kindest, most helpful and caring person in this business! I have heard horror stories from friends who have other investment advisors , and have lost thousands of dollars. I have been with Mark since 2005. We have recommended him to all our friends and family, and they are so glad we did. Everyone I know who is with Mark is very happy with his recommendations. He is willing to spend more time with you than any other advisor that I hear about. No one could be more than he is!!!

Our Financial Services

Risk Management

Life insurance disability income insurance long-term income insurance group life, medical & dental buy-sell agreement funding.

Wealth Management

Investment strategies asset allocation strategies retirement plans services estate planning strategies pension plans.

Business Services

Business transition planning buy-sell funding qualified retirement plans non-qualified retirement plans group benefits.

What to Expect as a Client:

All our clients have an ‘open-door’ policy for communication. Below are custom financial advisory services listed in each client segment and expectations of our proactive review schedule as a minimum for client review meetings.

Annual/Semi-Annual in-person meeting

Personalized client website

Risk Management assessment / review

Wealth Management goal calculation

Wealth Management goal calculation

Asset Allocation consultation & execution

Contact Us

Vermont

Let's get in touch

Please let us know what's on your mind. Have a question for us? Ask away.

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors , a Registered Investment Adviser.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: MA, CT, CA, NM, FL, SC, NC, ME, NJ, VT, NH, MD 

Cambridge and Streetlight Financial are not affiliated.

Let's get in touch

Please let us know what's on your mind. Have a question for us? Ask away.

© 2023 Streetlight Financial. All Rights Reserved.