SmartPro Financial is a financial planning startup founded in 2017 with the slogan "We believe that financial planning is about more than just investing." The company's mission is to create a simple map for individuals' financial journeys, guiding them towards their desired future while emphasizing the importance of understanding the process. SmartPro Financial aims to assist clients at various stages, whether they are working through Dave Ramsey's 7 Baby Steps or just getting started. Notably, the company emphasizes transparency and education, functioning with the heart of a teacher to ensure that clients comprehend each step of the process. It is pertinent to mention that SmartPro Financial operates with a commitment to full disclosure, with securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Notably, SmartPro Financial and Cambridge are not affiliated. The company underscores the importance of due diligence, emphasizing that content provided via links to third-party sites should not be considered an endorsement, as completeness or accuracy cannot be verified. Currently, specific information regarding the industries targeted, headquarter location, last investment, and last investment investors is not available. However, the company's focus on educational, transparent, and personalized financial planning services aligns with the growing demand for holistic and accessible financial guidance. This commitment to client education and empowerment could position SmartPro Financial as a noteworthy player in the financial planning and advisory space.
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