prosperity investment advisors, inc.

prosperity investment advisors, inc.prosperity investment advisors, inc.prosperity investment advisors, inc.
  • Sign In

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

  • Who We Are
  • Services
  • Investment Management
  • Financial Planning
  • Relationship
  • Resources
  • Account Links
  • Contact Us
  • Member Login
  • More
    • Who We Are
    • Services
    • Investment Management
    • Financial Planning
    • Relationship
    • Resources
    • Account Links
    • Contact Us
    • Member Login

prosperity investment advisors, inc.

prosperity investment advisors, inc.prosperity investment advisors, inc.prosperity investment advisors, inc.

Signed in as:

filler@godaddy.com

  • Who We Are
  • Services
  • Investment Management
  • Financial Planning
  • Relationship
  • Resources
  • Account Links
  • Contact Us
  • Member Login

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

Services

How Can We Help You?

 

Services We Offer

We offer Investment Management and Financial Planning services. Our goals are fully aligned with our clients because we are only paid by our clients!! We offer you open investment architecture in contrast to most firms. Your adviser should be free to give you the best possible recommendations. We are not affiliated with or paid by any broker dealer, mutual fund company, bank or mortgage company. We have no specific products to sell. Most firms have closed investment architecture because they carefully pre-select investment products to maximize the firm’s profitability. Closed investment architecture limits your choices and creates an inherent conflict of interest between you and your adviser.

  • Independent one-on-one advice utilizing open investment architecture and
    independent research
  • Financial planning services, with an annual checkup
  • Cost effective, competitive fees 
  • Internet access to your accounts
  • Straightforward billing that allows you to pay in a tax effective way
  • Collaboration with your tax and legal representation
  • Socially responsible investing 


 

Charles Schwab and Co. is the firm that we use to custody our client  assets. Charles Schwab and Co. and  Prosperity Investment Advisors, Inc. are separate and unaffiliated  firms, and are not responsible for each other’s services or policies. Charles Schwab and Co. does not endorse or recommend any advisor and the use of the  Charles Schwab and Co. logo does not represent the endorsement or recommendation  of any advisor. 

Charles Schwab and Co., member FINRA/SIPC. Charles Schwab and Co. is a trademark  owned by Charles Schwab and Co. Used with permission.

  • Who We Are
  • Services
  • Investment Management
  • Financial Planning
  • Relationship
  • Resources
  • Account Links
  • Contact Us
  • Member Login

Powered by GoDaddy