Prosperity Advisory Group

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

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Overview

Headquarters

50 Square Dr Ste 220, Victor, New York, ...

Phone Number

(585) 381-5900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Prosperity Advisory Group

Prosperity Advisory Group is dedicated to building lasting financial advisory relationships based on honesty, trust, and excellence. They offer a comprehensive range of financial planning services tailored to clients' needs throughout various life stages, including early careers, family growth, retirement, and legacy planning. Their client-centered and holistic approach ensures that personalized action plans are flexible to adapt to life's changes. The firm aims to help clients achieve their financial dreams and goals, providing peace of mind in their financial journey.Explore more
Popular SearchesProsperity Advisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

Prosperity Advisory Group Org Chart

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AG
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Director, Client Service Investment & Advisor...

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Financial Advisor & Chief Executive Officer &...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosperity Advisory Group

<$5M
1-10
Private
-
-
AG
Alyssa GirodDirector, Client Service Investment & Advisor & Representative
$7.7M
11-50
Private
-
2021
MB
Molly BrownTeam Member
<$5M
11-50
Private
-
2022
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
<$5M
2014
CO
Carlos ObandoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2016
MS
Mary SpitlerChief Compliance Officer & Managing Member Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prosperity Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prosperity Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prosperity Advisory Group.

Prosperity Advisory Group Tech Stack

A closer look at the technologies used by Prosperity Advisory Group

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Frequently Asked Questions Regarding Prosperity Advisory Group

What is Prosperity Advisory Group's official website?
Prosperity Advisory Group's official website is www.prosperityadv.com
What is Prosperity Advisory Group's Revenue?
Prosperity Advisory Group's revenue is <$5 Million
What is Prosperity Advisory Group's SIC code?
Prosperity Advisory Group's SIC: 62,628
What is Prosperity Advisory Group's NAICS code?
Prosperity Advisory Group's NAICS: 52,523
How many employees does Prosperity Advisory Group have?
Prosperity Advisory Group has 1-10 employees
What industry does Prosperity Advisory Group belong to?
Prosperity Advisory Group is in the industry of: Finance, Securities Trading
What is Prosperity Advisory Group competition?
Prosperity Advisory Group top competitors include: ClearPath Financial Partners, Goodrich Financial Advisory, Financial Planning Office, Azure Financial Advisors
What technology does Prosperity Advisory Group use?
Some of the popular technologies that Prosperity Advisory Group uses are: WordPress.org, PHP, Smarsh, Google Font API
How do I contact Prosperity Advisory Group?
Prosperity Advisory Group contact info: Phone number: (585) 381-5900 Website: www.prosperityadv.com
What does Prosperity Advisory Group do?

Prosperity Advisory Group is dedicated to building lasting financial advisory relationships based on honesty, trust, and excellence. They offer a comprehensive range of financial planning services tailored to clients' needs throughout various life stages, including early careers, family growth, retirement, and legacy planning. Their client-centered... and holistic approach ensures that personalized action plans are flexible to adapt to life's changes. The firm aims to help clients achieve their financial dreams and goals, providing peace of mind in their financial journey.Read More

Is Prosperity Advisory Group a public company?
Prosperity Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Prosperity Advisory Group

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