SmartPro Financial Email Format
Financial ServicesFlorida, United States51-200 Employees
SmartPro Financial is a mid-sized financial services firm based in Bradenton, Florida. It aims to simplify the financial planning journey and help clients pursue a future aligned with their goals, beyond traditional investing. The firm emphasizes a teaching approach to ensure clients understand each step of the planning process. Its services are designed for clients who follow a structured, step-based framework or who are just starting to plan. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, with advisory services provided by Cambridge Investment Research Advisors, Inc.; SmartPro Financial and Cambridge are not affiliated.