Verified email-pattern data for Prosperity Partners Wealth Management is currently limited. You can still use the company insights and contact sections below.
We believe in developing strong personal relationships with our clients. As an independent firm, our focus is not on the number of accounts we can open, but on the quality of experience each client receives. We have dedicated team members who treat you like family, listen to your needs, and help solve your problems. We maintain an open line of communication and walk through life with you through good and tough times.
For us, helping you succeed is not our job, it’s our calling.
Securities & Investment Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA, SIPC, & Registered Investment Advisor. Listed entities are not affiliated. Investments in securities involve risk, including the potential loss of principal invested. Any information posted on this Linked In page is neither an offer to sell nor a solicitation of an offer to buy any security or investment strategy. Social Media disclaimers and additional information can be found here http://www.prosperitypartnerswm.com.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 306 Prosperity Dr, Knoxville,tennessee 37923,united States
- Industry
- Investment Management
- Website
- http://www.ppwmtn.com
- Keywords
- Financial planning, Investment management, Retirement income analysis, Social Security planning, Tax management strategies, Estate review and recommendations.
- HQ
- Knoxville, Tennessee
Prosperity Partners Wealth Management Questions
Prosperity Partners Wealth Management's website is http://www.ppwmtn.com
Prosperity Partners Wealth Management's LinkedIn profile is https://www.linkedin.com/company/ppwmtn
Prosperity Partners Wealth Management has
7 employees.
View email and phone details for 7
employees at Prosperity Partners Wealth Management.
Prosperity Partners Wealth Management's industry is
Investment Management
Prosperity Partners Wealth Management's top competitors are
Visionary Horizons Wealth Management,
Lightbridge Wealth Management,
Stivers Wealth Management,
Bridge Financial Planning,
Procyon,
Prosperity Partners Private Wealth Management,
The Plus Group Ga,
Woodland Wealth Management,
Northshore Financial Strategies,
Prosperity Partners.
Prosperity Partners Wealth Management's categories are Investment Management
Prosperity Partners Wealth Management's founding year is 2016
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Top Prosperity Partners Wealth Management Employees
-
Ali Swofford PhD, CLU, ChFC
Ceo, Senior Partner At Prosperity Partners Wealth Management, Llc, Formerly Swofford Financial
Knoxville, Tennessee, United States, United States4swoffordfinancial.com, swoffordfinancial.com, ebranding4.com, prosperitypartnerswm.com2 +186569XXXXX
-
Elizabeth Van Pelt
Administrative Assistant At Prosperity Partners Wealth Management
Knoxville Metropolitan Area, United States1gmail.com -
Craig Hammer
Senior Partner/Personal Wealth Strategist At Prosperity Partners Wealth Management Llc
Knoxville Metropolitan Area, United States2swoffordfinancial.com, prosperitypartners.com.au -
Wesley N. Price, CFP®
Senior Partner/Personal Wealth Advisor At Prosperity Partners Wealth Management
Knoxville, Tennessee, United States, United States2usplanning.com, prosperitypartners.com.au2 +186552XXXXX
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