The Prosper Group is an experienced team
of financial consultants and advisors, wealth managers, strategists, and expert analysts. Our team has a diverse educational background and a wide range of experience, which means that we see your portfolio and investment opportunities from multiple angles. We’ll bring more than one option to the table for our clients to consider to pursue their short-term and long-term financial goals. We’re also big believers in having a back-up plan – and a back-up plan to the back-up plan. When it comes to wealth management and retirement planning, our clients’ goals can be a moving target. That’s why The Prosper Group always strives to provide the best investment opportunities along with alternative options and a comprehensive risk management plan.
We operate as a business that is driven by people who want long-term strategies that can support their families and offer financial confidence. The Prosper Group is a values-based company with a firm set of ideals and a client-first mentality. Through our partnership with Raymond James under their financial services division, The Prosper Group is able to bring out clients all the resources and vast wealth of knowledge of one of the nation’s most distinguished financial institutions.
Our business is people and their financial well-being. We are committed to helping individuals, corporations and institutions pursue their unique goals while also developing and supporting successful professionals and helping our communities prosper