Prosperity Financial Group, Inc.
Financial ServicesView the employees at
Prosperity Financial Group, Inc.-
Corinne Magoon Administrative Assistant at Prosperity Financial Group
-
San Francisco Bay Area
-
Rising Star
Emmett Peck, CFP® Financial Advisor, Certified Financial Planner-
Top 5%
Chuck Ballweg Co-Owner at Prosperity Financial Group-
Rising Star
Janiece Bell Executive Assistant at Prosperity Financial Group, Inc.-
San Leandro
-
Rising Star
james butler manager at Prosperity Financial Group-
Oxon Hill, Maryland, United States
-
Rising Star
Overview
Prosperity Financial Group helps successful individuals, families, and businesses to build, manage, and protect their wealth. We are a Fiduciary Financial Planning firm with 28-plus years of experience in helping our clients navigate the complex financial landscape. ➡️ WHAT WE DO We use our proprietary FINGERPRINT FINANCIAL PLANNING™ process to discover your goals and build your deeply personalized wealth management strategy, including: - Retirement Planning - Investment Planning - Comprehensive Wealth Management - Tax Planning - College Planning - Business Succession Planning - 401(k) Advisory Services - IRAs and IRA Rollovers - Annuities - Life Insurance ➡️ BOOK YOUR COMPLIMENTARY CONSULTATION: Call (925) 314-8500 today! ➡️ LEARN MORE: prosperityfinancialgroup.com and 401k.prosperityfinancialgroup.com Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
-