Prosperity Financial Group

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

380 S Melrose Dr Ste 403, Vista, Califor...

Phone Number

(760) 643-4137

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services

About Prosperity Financial Group

Prosperity Financial Group provides tax preparation and investment advisory services with an emphasis on servicing the unique needs of the retirement, clergy, and non-profit communities. The firm includes a fully diversified array of tax consultation and preparation services that include: personal, S-Corporation, C-Corporation, LLC, Partnership, Non-Profit, trust and estate tax assistance.Explore more
SIC Code 72,729NAICS Code 54,541Show more

Prosperity Financial Group Org Chart

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JB
United States flag for contact location.

Senior Manager, Client Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosperity Financial Grou...

<$5M
1-10
Private
-
1995
JB
Janiece BellSenior Manager, Client Relations
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
1-10
Private
-
1990
PS
Peter SantryInvestment Support Representative
<$5M
1-10
Private
-
1985
JW
Jamie WilliamsEnrolled Agent, EA, Tax Consultant and Operations Manager
<$5M
1-10
Private
-
2000
RD
Randon DobsonVice President
<$5M
1-10
Private
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2016
MM
Marianne MayClient Support Specialist
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Prosperity Financial Group Tech Stack

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Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Prosperity Financial Group

What is Prosperity Financial Group's official website?
Prosperity Financial Group's official website is www.prosperityfinancialgroup.net
What is Prosperity Financial Group's Revenue?
Prosperity Financial Group's revenue is <$5 Million
What is Prosperity Financial Group's SIC code?
Prosperity Financial Group's SIC: 72,729
What is Prosperity Financial Group's NAICS code?
Prosperity Financial Group's NAICS: 54,541
How many employees does Prosperity Financial Group have?
Prosperity Financial Group has 1-10 employees
What industry does Prosperity Financial Group belong to?
Prosperity Financial Group is in the industry of: Accounting for Legal Practices, Business Services
What is Prosperity Financial Group competition?
Prosperity Financial Group top competitors include: FCA Corp, Willson, Court Place Advisors, Clark Financial Services
What technology does Prosperity Financial Group use?
Some of the popular technologies that Prosperity Financial Group uses are: GoDaddy DNS
How do I contact Prosperity Financial Group?
Prosperity Financial Group contact info: Phone number: (760) 643-4137 Website: www.prosperityfinancialgroup.net
What does Prosperity Financial Group do?

Prosperity Financial Group provides tax preparation and investment advisory services with an emphasis on servicing the unique needs of the retirement, clergy, and non-profit communities. The firm includes a fully diversified array of tax consultation and preparation services that include: personal, S-Corporation, C-Corporation, LLC, Partnership, No... n-Profit, trust and estate tax assistance.Read More

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

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