10955 Lowell Avenue,
Have a confident future.
Experience confidence when working with a proven and trusted financial partner.
Many people aren’t really sure what a financial advisor does, and how they can help. Advisors aren’t just for retirees. At any phase of your life – starting out, recently married, new parents, mid-life, divorcing, widowed, aging - we can help you make informed and wise financial decisions.
Financial planning begins with your goals, objectives, and priorities. Investing is a way to get you there. Our financial planning professionals work with you to develop a plan that includes retirement and tax savings, legacy gifting, college and estate planning, business succession, and more. Our specialists can help you navigate life changes such as divorce, long-term care, and disability.
The ultimate goal of Prosperity Advisors is to make sure you achieve your goals. We design a plan that is a long- term diversified investment strategy built within a tried-and-true planning process and reviewed regularly with you.
Your values, dreams, ambitions, and goals drive your financial plan. Our role as a financial partner is to get you from where you are to where you want to be. Having a confident future: that’s the path to Prosperity!
We have extensive experience structuring, implementing, and servicing all types of retirement plans. Let us help!
With over 30 years of experience, Prosperity Advisors is dedicated to providing each client with objective, experienced advice to help them along the path to prosperity.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms,regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects eachadvisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5.Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisorby any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating oraward.
A qualified advisor
More than your 401k
Have an action plan
The distinctive quality of our service is a human-powered investment strategy and planning geared to your unique situation.