Prostatis Financial Advisors Group
Our approach at Prostatis Financial Advisors Group is simple: We provide accountable retirement, tax and estate planning, which we pair with clear and constant personal contact with each of our clients. Our team believes in diversification, along with developing sensible, conservative long-term asset allocation strategies. We work side-by-side with clients to build complete financial plans, giving them peace of mind as they transition toward retirement. If you’re experiencing a financial transition, you need to move forward with confidence and a team that shares your values and understands your goals. Prostatis Group LLC is a registered investment adviser. Advisory services offered through Prostatis Group LLC, a registered investment adviser. Insurance offered through licensed professionals at Prostatis Group. Tax services offered through Prostatis Tax, LLC. Advisory services offered through Prostatis Financial Advisors Group, a registered investment adviser. Investment Advisory Services offered through Prostatis Group, LLC, a registered investment adviser. This material is for informational purposes only and is not intended as specific tax or investment advice. Investing involves risk, including the possible loss of principal. The information provided here should not be considered an individualized recommendation; consult with a qualified tax professional or financial advisor regarding your personal situation before making any investment decisions.
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Verified contacts
16
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
438
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- VP
Vanessa Pruett-Urie
Client Care Specialist · Customer/Client Service
EmailPhone - BL
Brendan Lowder
Marketing Manager · Advertising & Marketing
EmailPhone - BC
Brian Canet
Service Team Manager · Operations
EmailPhone - DB
Divi Barlow
Events Coordinator · Operations
EmailPhone - DS
Dominic Salacki
Marketing Coordinator · Advertising & Marketing
EmailPhone - KG
Katherine Groce
Financial Advisor · Finance & Accounting
EmailPhone - VC
Vanness Clarke
Administrative Assistant · Operations
EmailPhone
Showing 7 of 16 verified contacts
Top roles at Prostatis Financial Advisors Group
13 distinct titles indexed · top 10 shown.
- 1administrative assistant
- 1bookkeeper
- 1client care specialist
- 1director of guest experiences
- 1events coordinator
- 1financial advisor
- 1guest experience coordinator
- 1investor advisor representative
- 1marketing coordinator
- 1marketing manager
- +3more titles
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