Prosperity Group Advisors

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

3515 Pelham Rd Ste 101, Greenville, Sout...

Phone Number

(864) 989-0176

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Prosperity Group Advisors

Prosperity Group Advisors is an independent financial services firm specializing in retirement and wealth planning for clients in South Carolina, Florida, and Tennessee. They offer a range of services including asset protection, tax planning, and retirement income strategies tailored to individual needs. The firm emphasizes personalized guidance and a wide selection of insurance products to help clients achieve their long-term financial goals. With a focus on proactive tax planning and comprehensive strategies, they aim to empower clients to confidently pursue their retirement dreams.Explore more
Prosperity Group Advisors's Social MediaPopular SearchesProsperity Group Advisors LLCBalance and Prosperity Group IncThe Prosperity GroupProsperity GroupThe Prosperity Group Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Prosperity Group Advisors Org Chart

PhoneEmail
PJ
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Vice President

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Data Entry Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosperity Group Advisors

<$5M
1-10
Private
<$5M
2012
PJ
Patti JaynesVice President
<$5M
1-10
Private
-
1997
DK
Dwayne KappellPresident & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2015
CB
Charlotte BreuerManager, Growth
<$5M
1-10
Private
-
-
LL
Lindsey LobaughManager, Client Operations
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Prosperity Group Advisors financials insights

Gather financial insights about Prosperity Group Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$33K

See All Prosperity Group Advisors's Financials Insights

Prosperity Group Advisors Tech Stack

A closer look at the technologies used by Prosperity Group Advisors

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Frequently Asked Questions Regarding Prosperity Group Advisors

What is Prosperity Group Advisors's official website?
Prosperity Group Advisors's official website is www.mymoneyissafe.com
What is Prosperity Group Advisors's Revenue?
Prosperity Group Advisors's revenue is <$5 Million
What is Prosperity Group Advisors's SIC code?
Prosperity Group Advisors's SIC: 62,628
What is Prosperity Group Advisors's NAICS code?
Prosperity Group Advisors's NAICS: 52,523
How many employees does Prosperity Group Advisors have?
Prosperity Group Advisors has 1-10 employees
What industry does Prosperity Group Advisors belong to?
Prosperity Group Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Prosperity Group Advisors competition?
Prosperity Group Advisors top competitors include: Capital Wealth Advisors, William Skillender, Dynamic Wealth Strategy, Milestone Wealth Management
What technology does Prosperity Group Advisors use?
Some of the popular technologies that Prosperity Group Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Prosperity Group Advisors?
Prosperity Group Advisors contact info: Phone number: (864) 989-0176 Website: www.mymoneyissafe.com
What does Prosperity Group Advisors do?

Prosperity Group Advisors is an independent financial services firm specializing in retirement and wealth planning for clients in South Carolina, Florida, and Tennessee. They offer a range of services including asset protection, tax planning, and retirement income strategies tailored to individual needs. The firm emphasizes personalized guidance an... d a wide selection of insurance products to help clients achieve their long-term financial goals. With a focus on proactive tax planning and comprehensive strategies, they aim to empower clients to confidently pursue their retirement dreams.Read More

What are Prosperity Group Advisors social media links?
Prosperity Group Advisors Linkedin page Prosperity Group Advisors Facebook page
Is Prosperity Group Advisors a public company?
Prosperity Group Advisors is private company therefore does not currently have an official ticker symbol
See more information about Prosperity Group Advisors

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