Prosperity Planning

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

1805 NW Platte Rd Ste 100, Kansas City, ...

Phone Number

(816) 587-7526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Prosperity Planning

Prosperity Planning is a financial advisory firm based in Kansas City, Missouri, that provides tailored financial planning and investment management services. The company specializes in assisting individuals, especially divorcees, pre-retirees, and retirees, in achieving clarity and confidence in their financial futures. Their services include creating personalized financial plans, customized investment portfolios, and coordinating effective tax strategies, all while putting the clients' best interests first. Through their Prosperity Planning Blueprint, they aim to transform their clients' financial success into long-term prosperity.Explore more
Prosperity Planning's Social MediaPopular SearchesPROSPERITY PLANNING IncProsperity PlanningProsperity Planning LLCProsperityplanningincWealth & Prosperity Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Prosperity Planning Org Chart

PhoneEmail
KB
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Partner & Chief Financial Officer

PhoneEmail
Ryan Noble, President at Prosperity Planning
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President

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DR
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Partner

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JL
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Financial Associate & Advisor

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AH
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Financial Associate & Advisor

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CH
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Financial Advisor

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TF
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Financial Associate & Advisor

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Prosperity Planning

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2004
KB
Kenneth BorumPartner & Chief Financial Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prosperity Planning Tech Stack

A closer look at the technologies used by Prosperity Planning

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Frequently Asked Questions Regarding Prosperity Planning

What is Prosperity Planning's official website?
Prosperity Planning's official website is www.prosperityplanninginc.com
What is Prosperity Planning's Revenue?
Prosperity Planning's revenue is <$5 Million
What is Prosperity Planning's SIC code?
Prosperity Planning's SIC: 62,628
What is Prosperity Planning's NAICS code?
Prosperity Planning's NAICS: 52,523
How many employees does Prosperity Planning have?
Prosperity Planning has 1-10 employees
What industry does Prosperity Planning belong to?
Prosperity Planning is in the industry of: Finance, Securities Trading
What is Prosperity Planning competition?
Prosperity Planning top competitors include: Safe Landing Financial, Covenant Wealth Advisors, Charles Carroll Financial Partners, Focus Financial Network
What technology does Prosperity Planning use?
Some of the popular technologies that Prosperity Planning uses are: Cloudflare CDN, Barracuda Networks, AppRiver, HubSpot
Who is the CFO of Prosperity Planning?
Prosperity Planning's CFO is Kenneth Borum
How do I contact Prosperity Planning?
Prosperity Planning contact info: Phone number: (816) 587-7526 Website: www.prosperityplanninginc.com
What does Prosperity Planning do?

Prosperity Planning is a financial advisory firm based in Kansas City, Missouri, that provides tailored financial planning and investment management services. The company specializes in assisting individuals, especially divorcees, pre-retirees, and retirees, in achieving clarity and confidence in their financial futures. Their services include crea... ting personalized financial plans, customized investment portfolios, and coordinating effective tax strategies, all while putting the clients' best interests first. Through their Prosperity Planning Blueprint, they aim to transform their clients' financial success into long-term prosperity.Read More

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

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