Plan & Prosper Financial Partners Email Formats

Financial Services • 559 W Uwchlan Ave Suite 220, Exton, United States • 1-10 Employees

Plan & Prosper Financial Partners Email Formats

Plan & Prosper Financial Partners uses 1 email format. The most common is {first name} (e.g., john@planandprosperwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@planandprosperwealth.com	100%

Key Contact at Plan & Prosper Financial Partners

Ruthanne Monteleone

Co-Founder / Wealth Advisor

Company overview

Headquarters	559 W Uwchlan Ave Suite 220, Exton, PA 19341, US
Website	planandprosperwealth.com
NAICS	52
Founded	2024
Employees	1-10

About Plan & Prosper Financial Partners

Plan & Prosper Financial Partners is a boutique financial services firm in Chester County, PA. We specialize in financial planning, investment management and retirement planning for working individuals, families & retirees. Our personalized approach is centered around the CFP® Professional standards of ethics and experience and a commitment to our fiduciary responsibilities. *Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Plan and Prosper Financial Partners LLC and Cambridge are not affiliated. **For specific tax advice, please consult a tax professional ***Content provided via link to third part sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. ****Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Plan & Prosper Financial Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Plan & Prosper Financial Partners has never raised funding before.

Frequently asked questions

Plan & Prosper Financial Partners is located in 559 W Uwchlan Ave Suite 220, Exton, US.

Plan & Prosper Financial Partners was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Plan & Prosper Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Plan & Prosper Financial Partners

Ruthanne Monteleone

Co-Founder / Wealth Advisor

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