Sperry Financial Services

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We hope this site will further your awareness of how our firm works and the numerous services that we provide. You have many choices when choosing a personal financial advisor so your time and consideration are greatly appreciated. Services may be offered as a fee only plan, an hourly fee with a three hour minimum, asset management fees, commissionable products or a combination with client prior approval.

About the Company
Learn more about our business philosophy, our planning process, the products and services that we offer individuals, professionals and small businesses and most of all, learn why the CFP mark is important for you to find and for your personal financial advisor to have.

Take advantage of the features we provide, add it to Favorites and then "Tell a Friend".You can request additional information by e-mail with the "Request Info" link. If you would like something in brochure form to look at, at your leisure or for future reference, we will send it through regular postal service.
Client CenterClient reports and documents can be stored and shared securely through the "Lockbox" link.
InformationMake smart decisions and stay up-to-date on relevant financial topics with timely newsletter articles about personal finance, retirement, business, taxes, healthcare and more, as well as an archive collection. This section is designed to provide you with answers to your most frequently asked questions (FAQs).
ResearchIf you are retired, retiring or planning for retirement, buying or selling a home, buying or leasing a car, looking for current market information this section has the answers. It is designed to link you to information resources that go beyond the scope of this site.

Andrew Sperry, CFP is a CERTIFIED FINANCIAL PLANNERTM Practitioner,

FSC Securities Corporation Securities and Investment Advisory Services Offered through FSC Securities Corporation

Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete the CFP Boards initial and ongoing certification requirements.

Investments products and services available only to residents of : Florida (FL), Georgia (GA)