ProsperiTea Planning Employee Directory

ProsperiTea Planning corporate office is located in 3 Grinnell St, Greenfield, Massachusetts, 01301, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Operations

Finance

Information Technology

Key Employees of ProsperiTea Planning

AF
Adelle Ferreir...
Office Manager
PhoneEmail
PhoneEmail
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PhoneEmail
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ProsperiTea Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from ProsperiTea Planning

Hundreds of professionals searching for ProsperiTea Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MG
Melissa Grossett
Email Direct
Operations Assistant
United States , Massachusetts , Greenfield

AF
Adelle Ferreira
Email Direct
Office Manager
United States , Massachusetts , Greenfield

BM
Ben Marsden
Email Direct
Information Security Officer
United States , Massachusetts , Greenfield

SP
Samuel Plotkin
Email Direct
Financial Planner
United States , Massachusetts , Greenfield

WM
Wendy Marsden
Email Direct
Advisor
United States , Massachusetts , Greenfield

Former Employees at ProsperiTea Planning

Explore people who held key positions, contributed to ProsperiTea Planning's success, and advanced their careers.

GM
Gary Marsden
Paraplanner at Mosaic Wealth Partners
Worked as Virtual Paraplanner and Associate Advisor
at ProsperiTea Planning (2019-2024)
Email Direct

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Frequently Asked Questions Regarding ProsperiTea Planning Employees

How many employees does ProsperiTea Planning have?

ProsperiTea Planning has 1-10 employees

Who are ProsperiTea Planning key employees?

Some of ProsperiTea Planning key employees are Adelle Ferreira

Where is ProsperiTea Planning located?

ProsperiTea Planning’s headquarters are located at 3 Grinnell St, Greenfield, Massachusetts, 01301, United States

How do I contact ProsperiTea Planning?

ProsperiTea Planning Contact Info: Phone number: (413) 829-4832 Website: www.prosperiteaplanning.com

What does ProsperiTea Planning do?

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

Is ProsperiTea Planning a public company?

ProsperiTea Planning is private company therefore does not currently have an official ticker symbol

See more information about ProsperiTea Planning Employees