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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.

http://www.streetsmartfinancial.net/

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Street Smart Financial

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

781-●●●●7878
no●●●●●●●●●●●●@worldnic.com

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Street Smart Financial

Street Smart Financial

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

781-●●●●7878
rs●●●●@streetsmartfinancial.com

View this contact

Street Smart Financial

Street Smart Financial

Four M●●●●●● Drive

Lex●●●ton , MA, 02421

US

781-●●●●7878
rs●●●●@streetsmartfinancial.com

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma. | streetsmartfinancial.net Reviews
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Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.
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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma. | streetsmartfinancial.net Reviews

https://streetsmartfinancial.net

Street Smart Financial, LLC is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only, personal approach helps you achieve your financial goals.

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1

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.net/index.html

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

2

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.net/disclosure_statement.htm

Advice from Street Smart Financial can only be rendered after all the following conditions are met:. Execution of an Investment Advisory agreement between us,. Delivery of our Form ADV Part II and Privacy Policy to you,. Payment of the investment advisory fee by you to Street Smart Financial. Users are reminded that the internet is not a secure network and online access may be interrupted. These terms and conditions may be amended by Street Smart Financial, LLC at its discretion. Why Choose Street Smart?

3

Welcome to Street Smart Financial, LLC - Frequently Asked Questions

http://www.streetsmartfinancial.net/faqs.htm

Where will my investments be held? Will my information be kept confidential? What standards should you set for your advisor? What does fiduciary mean? Why should I care how an advisory firm is compensated? How can Street Smart Financial understand my risk tolerance? Isn't financial advising all about numbers and complex investing? What if my finances are disorganized? Where will my investments be held? Will my information be kept confidential? What standards should you set for your advisor? A fiduciary h...

4

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

http://www.streetsmartfinancial.net/affiliations.htm

Street Smart Financial is affiliated with several leading financial planning professional associations. National Association of Personal Financial Advisors (NAPFA). The organization of financial planners who started the “fee-only” concept in financial planning and investment advice. The body that certifies and monitors the activities of C ERTIFIED. In the United States. Financial Planning Association (FPA ). The largest organization of financial planners in the United States. Why Choose Street Smart?

5

Street Smart Financial, LLC - Why Choose Street Smart Financial?

http://www.streetsmartfinancial.net/about_street_smart.htm

Why Choose Street Smart? Street Smart Financial is an independent, registered investment advisory firm located in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. Our fee-only personal approach can help you achieve your financial goals. We do not receive any commissions for any products or referrals. A thorough understanding of each client enables us to determine how much risk they are willing to take for a certain level of return. We consider each c...

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Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.com streetsmartfinancial.com

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.info streetsmartfinancial.info

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.net streetsmartfinancial.net

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

streetsmartfinancial.org streetsmartfinancial.org

Welcome to Street Smart Financial, LLC - Financial Planning and Asset Management, Located in Lexington, Ma.

People ask what motivated me to change from being a strategic planning consultant for major corporations to becoming a personal fee-only financial advisor. Today as a financial advisor, I enjoy educating people about potential risks and opportunities. At Street Smart Financial, we get to know our clients and their families. Our goal is to demystify personal finance and help people reach their financial goals. Rand Spero, CFP. MBA, Ed.M. Why Choose Street Smart? About Rand K. Spero.

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