An independent financial planning and wealth advisory firm.
At Prosperous Planning, we provide financial planning & and customized advice. We partner with you to build a tailor-made plan that’s optimized for your financial success. We look at every detail of your life to help ensure your financial success.
Our services include investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning, life insurance, and annuities. As a client of Prosperous Planning, you receive custom support to help you achieve your vision of financial success.
If you’re ready to take the next step toward achieving financial peace of mind, please contact us to schedule a complimentary, no-obligation consultation. We look forward to helping you achieve your financial goals.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 20 Prospect Place, New Canaan,ct 06840,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- financial planning, investment management, risk management, life insurance planning, retirement income planning, annuities, fixed income, equities, trusts and estate planning, executive compensation plans and planning, business succession planning, education planning, tax planning, Divorce Analysis, Charitable Giving, Workplace Benefit Maximization, Cash Flow and Budgeting, Debt Management, Protection Planning.
- HQ
- New Canaan, CT
Prosperous Planning Questions
Prosperous Planning's website is https://www.prosperousplanning.com
Prosperous Planning's LinkedIn profile is https://www.linkedin.com/company/prosperous-planning
Prosperous Planning has
2 employees.
View email and phone details for 2
employees at Prosperous Planning.
Prosperous Planning's industry is
Financial Services
Prosperous Planning's top competitors are
Arseneault & Fassett, Llp,
Tiburon Ceo Summits,
Two Lights Private Wealth,
Smb Arsenal,
Jude Capital,
Skykey Financial,
Oakridge Management Group,
Veyra Financial Group,
Forevergreen,
Dartmouth Real Estate Club.
Prosperous Planning's categories are Financial Services
Prosperous Planning's founding year is 2023
