Prosperity Financial Group, Inc.
Financial Services
2333 San Ramon Valley Blvd.
11 employees
- Employees
- 11
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Prosperity Financial Group, Inc. Overview
- Headquarters
- 2333 San Ramon Valley Blvd.
- Phone Number
- Available in AeroLeads
- Website
- prosperityfg.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1993
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Prosperity Financial Group, Inc.
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.
Prosperity Financial Group, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Prosperity Financial Group, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Marty Troiani, Mba | San Ramon, California, United States |
Email
|
|
| Elliot Kallen | Wealth Advisor - 401(k) Advisor - Host | San Ramon, California, United States |
Email
Phone
|
| Yvette Mays | Operations Manager at Prosperity | Danville, California, United States |
Email
Phone
|
| Ankit Sahu | San Francisco, California, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Manager
2 profiles
Associate / junior
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 2 |
| General | 1 | 1 | 0 |
Compare Similar Companies to Prosperity Financial Group, Inc.
T. Rowe Price
Financial Services
Prosperity Bank
Banking
Prosperity Financial Group
Financial Services
Prosperity Wealth Group
Financial Services
Eugene Tssui Associated Architects and City Planners
Architecture And Planning
C Wealth Solutions
Financial Services
FSB Inc. Corner
Financial Services
Meet The Expert with Elliot Kallen
Radio And Television Broadcasting
New Normal Capital
Financial Services
Prosperity Financial
Business Consulting And Services