Our Qualifications
Smart Retirement and Investment Planning. It's what we do.
Jeffrey A. Street is a Certified Financial Planner (CFP), Investment Advisor Representative through SA Stone Investment Advisors Inc. Registered Principal, Registered Representative though SA Stone Wealth Management Inc. In 1991, Jeff founded Street Financial Services after several successful years at IDS/American Express' Boston division. Jeff founded the firm as an independent financial planning company, focusing on investment, retirement, estate and business benefit planning. In 1993, Financial Planning Magazine featured Jeff as a young successful independent Certified Financial Planner. Jeff has been a NFLPA Registered Player Financial Advisor, Certified Financial Planner Practitioner Memeber, member of the Registry of Certified Financial Planners, a former Board of Director of the Greater Boston Society of Certified Financial Planners and named a Five Star Wealth Manager in Boston Magazine and the Wall Street Journal. Jeff is proud to have been a member of the Holy Family Hospital Men's Guild. As an owner of an independent firm, Jeff continues to show that through hard work and commitment of service to his clients, one can be extremely successful in his industry.
<span style="font-family: Calibri, Helvetica, sans-serif, Emoji SA Stone Investment Advisors Inc. Registered Principal, and Registered Representative through SA Stone Wealth Management Inc. In 1991, Jeff founded Street Financial Services after several successful years at IDS/ American Express' Boston division. Jeff founded the firm as an independent financial planning company, focusing on investment, retirement, estate and business benefits planning. In 1993, Financial Planning Magazine featured Jeff as a young, successful, independent Certified Financial Planner. Jeff has been a NFLPA Registered Player Financial Advisor, Certified Financial Planner Practioner Member, member of the Registry of Certified Financial Planners, a former Board of Director for the Greater Boston Society of Certified Financial Planners and named a Five Star Wealth Manager in Boston Magazine and the Wall Street Journal. Jeff is proud to have been a member of the Holy Family Hospital Men's Guild. As owner of an independent firm, Jeff continues to show that through hard work and commitment of service to his clients, one can be extremely successful in his industry.
Jeffrey Street, CFP has written and appeared in numerous articles on financial planning and investing including Financial Planning Magazine, Mutual Funds Magazine, Boston Herald, The Eagle Tribune, Andover Townsman, previously monthly in the Alliance for Healthcare Professionals and weekly in the Methuen Journal for over five years. March 2019, Jeff appeared in Boston Magazine and the Wall Street Journal when recognized as a Five Star Wealth Manager.
Mr. Street has conducted many seminars for corporations and associations showing them how to reach their personal and business financial goals through proper education, goal setting, risk management, and investing.
Having a securities license and insurance licenses allows our firm to assist you in implementing your financial plan. Our various licenses allow us to work on a fee only, commission, or combination depending on the client's wishes and circumstances.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
Jeffrey A. Street
Certified Financial Planner