SmartPro Financial
Financial Services
Bradenton, Florida, United States
90 employees
- Employees
- 90
- Contacts
- 2
- Emails
- 2
- Phones
- 1
SmartPro Financial Overview
- Headquarters
- Bradenton, Florida, United States
- Phone Number
- Available in AeroLeads
- Website
- smartprofinancial.com
- Industry
- Financial Services
- Employees
- 90
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About SmartPro Financial
We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for! We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave Ramsey's 7 Baby Steps or just getting started, we are here to help. Disclosures: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. SmartPro Financial and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
SmartPro Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
SmartPro Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Emily Baker | Executive Assistant |
View
|
|
| Lisa R. Calloway | Wealth Manager at Smartpro Financial | United States |
Email
|
| Jesse Shaw, Cfa | Financial Advisor at Smartpro Financial | Palmetto, Florida, United States |
Email
Phone
|
| Jason Johnson | Smartvestor Pro - Financial Advisor | Buckeye, Arizona, United States |
View
|
Employees by Management Level
Individual contributor
18 profiles
Executive
8 profiles
Associate / junior
4 profiles
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 1 |
| Executive | 3 | 3 | 2 |
| General | 3 | 2 | 2 |
Compare Similar Companies to SmartPro Financial
LPL Financial
Financial Services
Ramsey Solutions
Financial Services
Cambridge Investment Research, Inc.
Financial Services
AFP Industries, Inc.
Industrial Automation
Frog Commissary
Restaurants
Elevation Wealth Partners LLC
Financial Services
Rehoboth Financial Planning
Financial Services
Scale Up Strategies: The Business Growth Podcast
Business Consulting And Services
Smartpro Financial Group
Financial Services
J & J Wealth Advisors
Financial Services