Prosperity Financial Consulting
Our work is directly connected to our client's goals and helping them to evaluate it. We analyze each financial profile individually, life objectives and the financial appetite compared to the risk. After that, we develop an asset management planning and accurate wealth protection. We take advantage of our team's intellectual capital, looking for a range of investment solutions markets, including fixed income, stocks, mutual funds and alternative investments in all major global markets. We also recommend selected banking facilities. Through this and other solutions, we offer a custom and personal advice. And, as our client's goals keep changing, we can adjust the route according each moment of their lives.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AU
Andre Urbano
Director · General Business & Management
EmailPhone - JV
Juliano Veronezi
Financial Advisor · Finance & Accounting
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Showing 2 of 7 verified contacts
Top roles at Prosperity Financial Consulting
6 distinct titles indexed · top 6 shown.
- 2director
- 1consultor
- 1consultor(a) tributário(a) recuperação de créditos
- 1financial advisor
- 1financial planning advisor
- 1independent financial advisor
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