Joseph D'Urso, Aif® Email & Phone Number

My mission is to help my clients achieve their financial goals prudently and thoughtfully through a long-term Investment Management, and Retirement Planning relationship. "I have developed and refined a process to help my clients achieve their financial and retirement goals."Joseph D’Urso, AIF® is a Financial Advisor / Financial Planner with Prosperity Wealth Management, Inc. His firm specializes in Investment Management and Retirement Planning for small-business owners, busy professionals, and retirees who want to create an investment strategy to reduce their taxes, invest for the future, and leave a legacy. His firm offers fee-based financial planning services, and is dedicated to providing hands-on advice, service, and support. 410-991-02523511 Bonaire Bluff, Marietta, GA 30066Fee-based advisory services offered through Prosperity Wealth Management, Inc., a registered investment advisor. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatorypurposes, we cannot respond to e-mails through this site. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Prosperity Wealth Management, Inc. Furthermore, to ensure compliance with certain SEC rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Listed skills include Financial Services, Retirement, Wealth Accumulation, Investments, and 14 others.