Prism Financial Group, L.L.C. is a premier wealth management firm that takes great pride in our pledge to provide “Exceptional Service – Trusted Advice” for our clientele of business owners, professionals and other affluent individuals and families. Our team of financial professionals provides unbiased, results-oriented advice. Our firm continues to grow through referrals from existing clients and our relationships with accounting and estate planning professionals. We utilize a team approach to analyzing and developing a client’s financial plan and investment portfolio.
Check out the background of firms and investment professionals on SEC's Investment Adviser Public Disclosure site.
https://www.adviserinfo.sec.gov/IAPD/Default.aspx
Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this page.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 7101 College Blvd., Suite 900, Overland Park,kansas 66210,united States
- Phone
- +1 913-345-1444
- In****@****mFG.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- prismfg.com
- Keywords
- Comprehensive Financial Planning, Social Security Analysis, Estate Planning, Income Tax Planning, Investment Portfolio Management, IRA RMD Planning - Age 70 1/2, Educational Funding, Retirement Analysis, Employer Retirement Plans, IRA Rollovers, 401k Retirement Services, Financial Planning, Investment Strategies, Asset Management, Retirement Planning.
- HQ
- Overland Park, Kansas
Prism Financial Group, L.l.c. Questions
Prism Financial Group, L.L.C.'s helpline number is +1 913-345-1444
Prism Financial Group, L.L.C.'s website is prismfg.com
Prism Financial Group, L.L.C.'s LinkedIn profile is https://www.linkedin.com/company/prism-financial-group
Prism Financial Group, L.L.C. has
8 employees.
View email and phone details for 8
employees at Prism Financial Group, L.L.C..
Prism Financial Group, L.L.C.'s industry is
Financial Services
Prism Financial Group, L.L.C.'s top competitors are
Mariner,
Tortoise Capital,
Fas Wealth Partners,
Keen Wealth Advisors,
Infinitas, Llc,
Meritage Portfolio Management,
Prime Capital Financial,
Signature Place Apartments,
Prairie Capital Management Group, Llc,
Financial Partners Group, Inc. | Wealth Management.
Prism Financial Group, L.L.C.'s support email address is Info@PrismFG.com
Prism Financial Group, L.L.C.'s categories are Financial Services
Prism Financial Group, L.L.C.'s founding year is 1988
