Prostatis Financial Advisors Group

Prostatis Financial Advisors Group

Financial Services 7580 Buckingham Boulevard 22 employees
Employees
22
Contacts
2
Emails
2
Phones
2

Prostatis Financial Advisors Group Overview

Headquarters
7580 Buckingham Boulevard
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
22
Founded
2000
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Prostatis Financial Advisors Group

Our approach at Prostatis Financial Advisors Group is simple: We provide accountable retirement, tax and estate planning, which we pair with clear and constant personal contact with each of our clients. Our team believes in diversification, along with developing sensible, conservative long-term asset allocation strategies. We work side-by-side with clients to build complete financial plans, giving them peace of mind as they transition toward retirement. If you’re experiencing a financial transition, you need to move forward with confidence and a team that shares your values and understands your goals. Prostatis Group LLC is a registered investment adviser. Advisory services offered through Prostatis Group LLC, a registered investment adviser. Insurance offered through licensed professionals at Prostatis Group. Tax services offered through Prostatis Tax, LLC. Advisory services offered through Prostatis Financial Advisors Group, a registered investment adviser.

Prostatis Financial Advisors Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Prostatis Financial Advisors Group Org Chart

Sample employees and titles
Name Title Contact
Vanessa Pruett-Urie Strategically Growing Wealth for Clients Through Diverse Investment Avenues
Email Phone
Dominic Salacki Marketing Coordinator, Filmmaker/editor, Writer
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Dawn Kimble
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Katherine Groce Financial Advisor at Prostatis Financial Advisors Group
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
General 1 1 1
Executive 1 1 1

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