Prudeo Partners
Prudeo Partners (formerly AM & P | CFG) is a financial services firm with offices in Columbia, SC & Reading, PA. We partner with clients to implement strategies & assist in working towards their financial goals. Prudeo Partners, LLC is a Registered Investment Adviser pursuant to the Investment Advisors Act of 1940. Registration does not imply a certain level of skill or training. The information provided is neither an offer to sell nor a solicitation of an offer to buy any securities. This material is for educational purposes only. It’s not intended to be used as the primary basis for investment decisions, nor should it be considered legal or tax advice, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content. Investors should consult with a properly qualified financial professional prior to making any investment decision. The firm does not offer legal or tax advice. Prudeo Partners, LLC d/b/a CFG Horizons, LLC. Securities are offered through Fortune Financial Services, Inc. Member FINRA/SIPC. CFG Horizons, LLC and Fortune Financial Services, Inc. are separate entities.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- SL
Sheila Little
Financial Advisor · Finance & Accounting
EmailPhone - AT
Andrew Todd
CEO · General Business & Management
EmailPhone - SM
Sally McFarland
() · Other
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Top roles at Prudeo Partners
3 distinct titles indexed · top 3 shown.
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- 1ceo
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