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Vermont

Frequently Asked Questions

Informed Solutions for Your Financial Queries

Discover expert guidance on our FAQ page at Streetlight Financial. Specializing in a range of financial services, we’re here to answer your questions on risk and wealth management, and business financial planning. Our approach is to provide clear, tailored financial solutions that cater to your needs.

01. What Kind of Services Does Streetlight Financial Provide?

A: We offer a wide array of financial services including Retirement Planning, Risk Management, Wealth Management, and Business Services, tailored to support individuals, families, and businesses in achieving their financial goals.

02. How Does Streetlight Financial Build a Strategy for My Financial Future?

A: Our approach involves understanding your personal situation, helping you in identifying your goals, and understanding your risk tolerance. We establish long-term relationships and communicate openly to create a strategy tailored just for you.

03. What Makes Streetlight Financial Different from Other Financial Advisors?

A: We combine over 52 years of industry experience with a fresh, energetic approach, providing personalized solutions and developing relationships that span generations. Our services are rooted in thorough understanding and trust.

04. What is the Process for New Clients at Streetlight Financial?

A: New clients can expect an in-depth discussion about their circumstances, goals, and concerns. We prioritize understanding you fully before discussing strategies, ensuring that all solutions are meticulously tailored to your situation.



05. How Do I Get Started with Streetlight Financial?

A: Simply get in touch with us and let’s begin the journey! We’re eager to learn about your personal situation, dreams, goals, and work with you in order to help you and your family best.

06. What Can I Expect as a Client at Streetlight Financial?

A: Our clients enjoy an ‘open-door’ communication policy, annual/semi-annual in-person meetings, a personalized financial website, risk management assessments, wealth management goal calculations, and more as part of our proactive review schedule.



07. Do You Have Any Educational Resources Available for Clients or Interested Parties?

A: Absolutely! Our site is enriched with educational videos, articles, slideshows, and calculators to help you learn more about various investment concepts and products.

08. How Does Streetlight Financial Manage Risk?

A: We engage in comprehensive risk management assessment and reviews and offer various solutions to help protect and ensure your financial stability is secured against unforeseen circumstances.

09. What Types of Wealth Management Services Do You Offer?

A: We provide a robust set of wealth management solutions tailored to each client including Corporate Retirement Plans, Investment Strategies, Asset Allocation Strategies, Retirement Plan Servicing, and Estate Planning Strategies.



10. Can Streetlight Financial Assist Me with Business Transition Planning?

A: Absolutely! We offer Business Services which include Business Transition Planning, Buy-Sell Funding, Qualified and Non-Qualified Retirement Plans, and Group Benefits.

11. Is Streetlight Financial Involved in Any Community or Local Initiatives?

A: Yes! We are thrilled to have launched a new branch in Vermont, expanding our expertise and welcoming new clients to experience our tailored financial advisory services in the Northeast Kingdom.

12. How Does Streetlight Financial Ensure Customer Satisfaction?

A: Customer satisfaction thrives at the forefront of our reputation. When our clients are genuinely confident in their financial stability, we know we’ve done our job.

13. What Locations Does Streetlight Financial Serve?

A: With our longstanding office in Florence, Massachusetts and our exciting new branch in Vermont’s Northeast Kingdom, we’re positioned to assist clients in both locales with all-encompassing financial advisory services.

14. Does Streetlight Financial Provide Personalized Web Services for Clients?

A: Yes, all our clients receive access to a personalized client website. Here, you can explore, monitor, and interact with your full financial picture including external assets seamlessly.

15. How Does Streetlight Financial Assist with Estate Planning?

A: Our professional team provides strategic estate planning strategies, ensuring that your wealth is managed and distributed according to your wishes, effectively navigating through the complexities of estate management.

Contact Us

Vermont

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

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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: AL, AK, AZ, CA, CO, CT, DE, FL, ME, MD, MA, MT, NH, NJ, NM, NY, NC, PA, RI, SC, TX, VT, VI, VA, WA, WY 

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.

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