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:
New Vermont Location Coming Soon
Our Vermont office is moving to a new location at 32 Up North Drive, effective July 1st.
Stay tuned for more updates!
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
Financial Advisor
Josee Vaclavicek
Office Manager
Summer
Office Dog
Partner
Operations Manager
Operations Manager
Financial Advisor
Client Communications Manager
Office Manager
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.
Client Communications Manager
Partner
Registered Assistant
Client Communication Manager
Rafael Sternbach - Le Noury
Financial Advisor
Aaron Smith
Partner
Jacqui Rupert
Registered Assistant
Katelyn Ivers
Client Communication Manager
“Understand what people need in financial services.
Add value to their lives in unexpected ways.”
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
Asset Allocation consultation & execution
Contact Us
Let's get in touch
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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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, DC
Cambridge and Streetlight Financial are not affiliated.
