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VerifiedFinancial Services· Founded 2020

Prosperitas Financial

Prosperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals. Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so that they are able to meet the wide-ranging needs of their clients. This unique collaboration of financial service providers allows us to advise our clients on the myriad of financial needs they may have. Whether it is financial planning, wealth management, life insurance, long-term care insurance, disability insurance, corporate benefits, employer retirement plans, health insurance, estate planning and trust services, tax preparation and planning, college guidance, lending, business succession planning, and more, we have specialists on our team with the expertise, knowledge, and experience to guide our clients down the right path. This is a truly holistic version of financial planning, guidance, and advice provided by elite advisors who are supported by a team of financial specialist and staff. And when we refer to an advisor as an elite advisor, we are not referring to the size of their practice, but rather we are referring to size of their heart and their passion. Securities and investment advisory services offered through NEXT Financial Group, Inc.(“NEXT”), Member FINRA/SIPC. Prosperitas Financial is not an affiliate of NEXT. To view other important client information, visit Posts on this site may not reflect the views or opinions of NEXT.

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HeadquartersValencia, United StatesEmployees25(1 to 10)Founded year2020Websiteprosperitasfin.comLinkedIn profileLinkedIn

Verified contacts

21

available on Kipplo

LinkedIn employees

25

1 to 10 range

Open roles

no listings

Distinct roles

15

indexed titles

Tech stack

2

tools in use

Monthly traffic

31

organic / mo

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21 contacts with verified email or phone · masked until revealed.

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Top roles at Prosperitas Financial

15 distinct titles indexed · top 10 shown.

  • 3financial advisor
  • 1aging, health and wellness
  • 1certified financial plannertm
  • 1chief executive officer
  • 1chief operating officer
  • 1client service professional
  • 1financial planner
  • 1investment advisor
  • 1investment advisor representative
  • 1investment analyst
  • +5more titles

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