Prosperity Financial Group, Inc.

Prosperity Financial Group, Inc.
Company Category
United States
San Ramon, CA
2333 San Ramon Valley Blvd., #200
Short Description
If it’s money, it’s personal
Full Description

With over 20 years of experience, Prosperity Financial Group is an independent financial planning firm.

Staffed by outstanding financial advisors, we specialize in working with small business owners, busy professionals and forward-thinking retirees who wish to protect their retirement, improve their personal profitability and invest in the future.

Through our Fingerprint Financial Planning™ process, we deliver a customized approach when it comes to wealth management, retirement planning, college planning, and more. Our deep commitment to our clients is guided by three core principles: unbiased and independent advice, complete business and wealth solutions, and personalized client service.