SmartPro Financial

SmartPro Financial We are one of the largest groups of Dave Ramsey SmartVestor Pros in the country, helping families create and implement simple financial plans for 20+ years.

We serve all regions of the United States. 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’s 7 Baby Steps or just getting started, we are here to help. Comprehensive financial planning is about building wealth through a p

rocess, not a product. A plan provides not only direction, but also an integrated strategy to try and better your overall financial life over time. A comprehensive plan takes into consideration the entirety of your financial life. Your assets, liabilities, taxes, income, business, etc. These aspects of your financial life are never isolated from each other. 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 Advisor. Cambridge and SmartPro Financial are not affiliated.

09/01/2026

Hot Take Tuesday is here! This time we have SmartPro Financial Advisor, Rhyanna Broomfield-Gilman!

What are your thoughts? Drop them in the comments below!

🎉 Exciting news! Join us in welcoming our amazing new Advisors to the SmartPro Team: Karissa Favazza, Michael Hernandez...
08/31/2026

🎉 Exciting news!

Join us in welcoming our amazing new Advisors to the SmartPro Team: Karissa Favazza, Michael Hernandez, and Tory Haas! We're absolutely thrilled to have you all on board!

Here are 3 money habits you should establish before turning 30! Start prioritizing your future today!
08/29/2026

Here are 3 money habits you should establish before turning 30!

Start prioritizing your future today!

08/28/2026

Did you know?

The statistics show that the average American family has a whopping $334,000 tucked away for retirement!

How does your savings compare?

Congratulations to the Vasquez family! 🎉In just under two years, this incredible couple paid off $103,988.57 and are off...
08/27/2026

Congratulations to the Vasquez family! 🎉

In just under two years, this incredible couple paid off $103,988.57 and are officially DEBT-FREE!

We’re so proud of the work and discipline they put into reaching this milestone!

Becoming debt-free is an important part of a strong financial plan, while also making sure you’re planning and investing for your future.

08/26/2026

How much do you need to retire comfortably? 🤔

It's a question worth pondering!

Factors like lifestyle, health, and location play major roles.

Take time to envision your dream retirement and use the link down below to get connected with an advisor so you can start planning today!

https://linktr.ee/SmartProUSA

08/25/2026

Hot Take Tuesday with Landis Limon, one of SmartPro's financial advisors!
Drop your Hot Take in the comments!

08/24/2026

Have you ever wondered where all the magic happens? Check out our full office tour with the link in our bio!

Please join us in welcoming our newest advisors, Michael Marin, Kyler Stokes, and Chelsea Carpenter, to the SmartPro Fin...
08/22/2026

Please join us in welcoming our newest advisors, Michael Marin, Kyler Stokes, and Chelsea Carpenter, to the SmartPro Financial team! 🎉

Address

Bradenton, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19419628202

Website

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