PS&E LLC Plan to Prosper
Financial Services
481 Penbrooke Dr
2 employees
- Employees
- 2
- Contacts
- 2
- Emails
- 2
- Phones
- 1
PS&E LLC Plan to Prosper Overview
- Headquarters
- 481 Penbrooke Dr
- Website
- psandeplantoprosper.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 1998
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About PS&E LLC Plan to Prosper
PS&E LLC Plan to Prosper is a financial planning firm based in Rochester, NY. We work with business owners, corporate executives and retirees to manage their wealth through advanced estate, investment and tax strategies. Our mission is to be an enduring financial services organization structured to honor the promises made to our clients over generations. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html PS&E LLC Plan to Prosper is located at 481 Penbrooke Dr, Suite 3B Penfield, NY 14526 (585) 559-5408
PS&E LLC Plan to Prosper Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 1
- 50.0% coverage
PS&E LLC Plan to Prosper Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Collin O'shea, Cpa, Cfp® | Financial Advisor | Rochester, New York, United States |
Email
|
| G. Kevin Stepanoff | Owner/financial Planner, Ps&e Llc Plan | Penfield, New York, United States |
Email
Phone
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Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |