Prospect Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

445 Broadhollow Rd Ste CL43, Melville, N...

Phone Number

(631) 424-5218

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Prospect Financial Services

Prospect Financial Services, LLC is a client-centered financial services firm that specializes in providing comprehensive financial planning and investment strategies tailored to individual goals. The firm focuses on building trusted relationships and offers personalized services in areas such as retirement, estate planning, insurance, and tax management. Their approach emphasizes ongoing financial planning that adapts to clients' changing circumstances and life events. With a commitment to independence and a fiduciary focus, they aim to help clients achieve long-term financial independence.Explore more
Prospect Financial Services's Social MediaPopular SearchesProspect Financial Services LLCProspect Financial ServicesFinancial Services LLCPropnet Financial Services (pfs) LLCSIC Code 62,628NAICS Code 52,523Show more

Prospect Financial Services Org Chart

PhoneEmail
TH
United States flag for contact location.

Financial Representative

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AR
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Financial Representative

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DG
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Financial Representative

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KP
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Sales Assistant

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MG
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Wealth Advisor

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prospect Financial Servic...

<$5M
1-10
Private
-
1999
TH
Theodore HaggertyFinancial Representative
<$5M
1-10
Private
-
1985
BG
Becky GreenManager, Branch Operations
<$5M
1-10
Private
-
2018
VD
Veronica De La RosaLpl Financial Advisor
<$5M
1-10
Private
-
2018
SF
Stephanie FonteClient Concierge and Marketing Manager
<$5M
1-10
Private
-
1971
N/A
<$5M
1-10
Private
-
2020
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prospect Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prospect Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prospect Financial Services.

Prospect Financial Services Tech Stack

A closer look at the technologies used by Prospect Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Prospect Financial Services

What is Prospect Financial Services's official website?
Prospect Financial Services's official website is www.profinserv.net
What is Prospect Financial Services's Revenue?
Prospect Financial Services's revenue is <$5 Million
What is Prospect Financial Services's SIC code?
Prospect Financial Services's SIC: 62,628
What is Prospect Financial Services's NAICS code?
Prospect Financial Services's NAICS: 52,523
How many employees does Prospect Financial Services have?
Prospect Financial Services has 1-10 employees
What industry does Prospect Financial Services belong to?
Prospect Financial Services is in the industry of: Finance, Securities Trading
What is Prospect Financial Services competition?
Prospect Financial Services top competitors include: Mancini Financial Strategies, Bluestone Wealth Management, Wagstaff & Crawford, WHB Financial
What technology does Prospect Financial Services use?
Some of the popular technologies that Prospect Financial Services uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, FMG Suite
How do I contact Prospect Financial Services?
Prospect Financial Services contact info: Phone number: (631) 424-5218 Website: www.profinserv.net
What does Prospect Financial Services do?

Prospect Financial Services, LLC is a client-centered financial services firm that specializes in providing comprehensive financial planning and investment strategies tailored to individual goals. The firm focuses on building trusted relationships and offers personalized services in areas such as retirement, estate planning, insurance, and tax mana... gement. Their approach emphasizes ongoing financial planning that adapts to clients' changing circumstances and life events. With a commitment to independence and a fiduciary focus, they aim to help clients achieve long-term financial independence.Read More

What are Prospect Financial Services social media links?
Prospect Financial Services Linkedin page
Is Prospect Financial Services a public company?
Prospect Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Prospect Financial Services

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