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Spotlight Financial - Our Story
When we started Spotlight Financial, we did so with the singular goal of creating a culture that was our own. Our team wanted to define—in clear and certain terms—how we can deliver the best client service experience.
To do so requires challenging existing beliefs in a business desperate for improvement. We believe this is a conversation long overdue. At Spotlight Financial, our intention is to shine a light on an industry that has prioritized profits instead of fulfilling its original purpose: doing what is best for clients.