Company

Prosperity - An EisnerAmper Company

Financial Services United States 49 employees

Employees: 49
Contacts: 3
Emails: 3
Phones: 2

www.prosperityea.com LinkedIn

Prosperity - An EisnerAmper Company Overview

Headquarters: United States
Website: www.prosperityea.com
Industry: Financial Services
Employees: 49
Founded: 2023
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning 401(k) Plans/ Davis Bacon Plans Estate Planning Tax Planning Insurance Divorce Financial Planning Navigating Unexpected Life Changes Business Planning Education Planning Income Protection Investment Planning Wealth Management

About Prosperity - An EisnerAmper Company

Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA). Prosperity provides integrated tax-efficient planning, personalized financial strategies, and objective investment advice to help our clients make informed decisions, preserve wealth, and seize opportunities. We can accommodate both personal and business affairs at one firm, providing a seamless experience. Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC. Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on Twitter, Facebook, LinkedIn or any other social media, nor does it encourage any such parties to post on its behalf.

Prosperity - An EisnerAmper Company Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Prosperity - An EisnerAmper Company Org Chart

Sample employees and titles

Name	Title	Location	Contact
Heidi Humphrey	Marketing Director, Prosperity	Minneapolis, Minnesota, United States	Email
René Páez	Wealth Advisor at Prosperity	West Palm Beach, Florida, United States	Email Phone
Nate Ahlberg, Cfp®	Senior Wealth Advisor at Prosperity		View
Lauren Rebbel, Cfp®, Cdfa®	Partner at the Prosperity	Owings Mills, Maryland, United States	Email Phone