ProsperiTea Planning
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
3 Grinnell St, Greenfield, Massachusetts...Phone Number
(413) 829-4832Website
www.prosperiteaplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About ProsperiTea Planning
ProsperiTea Planning, located in Greenfield, Massachusetts, is a fee-only fiduciary financial advisory firm led by Wendy Marsden, CPA, CFP®, and Sam Plotkin, CFA. The firm specializes in investment advising, comprehensive financial planning, and tax planning and preparation, focusing on providing deeply integrated financial services to a select group of clients. They operate on a fixed-price engagement model, ensuring transparency and no commission-based sales. ProsperiTea Planning is a member of the National Association of Personal Financial Advisors and is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisory Firm.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
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MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
ProsperiTea Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
ProsperiTea Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ProsperiTea Planning.
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ProsperiTea Planning, located in Greenfield, Massachusetts, is a fee-only fiduciary financial advisory firm led by Wendy Marsden, CPA, CFP®, and Sam Plotkin, CFA. The firm specializes in investment advising, comprehensive financial planning, and tax planning and preparation, focusing on providing deeply integrated financial services to a select gro... Read More
