


Prosperity Financial Advisors
Financial Services • Westfield, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | 5570 Pebble Village Ln Ste 200, Noblesville, IN 46062, US |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2007 |
| Employees | 1-10 |
Key Contact at Prosperity Financial Advisors
Shelley Phifer
Director of Client Experience
Prosperity Financial Advisors Email Formats
Prosperity Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@prosperityfinancialadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@prosperityfinancialadvisors.com | 100% |
About Prosperity Financial Advisors
Prosperity Financial Advisors, LLC is a financial services provider. Our firm primarily provides fee-based advisory services employing a strategic and tactical allocation to implement a strategy to help clients achieve their objectives. Our firm focuses on the 8 Key Areas crucial for financial success. Our niche is working with established businesses and families who've already done substantial planning in traditional disciplines. Our typical client comes to us with a working relationship with one or more advisors. We demonstrate that their current plan dove-tails well into the services that we provide to our clients. Whether you are looking for guidance and planning, investment advisory services, or a combination of both, Prosperity Financial Advisors will partner with you to lay the foundation and build upon your plan for the present and future. Prosperity Financial Advisors welcomes the opportunity to serve you on your financial journey. *Securities offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/ SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Prosperity Financial Advisors are not affiliated. Content provided via links to third party 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.
Prosperity Financial Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Prosperity Financial Advisors has never raised funding before.
Prosperity Financial Advisors Tech Stack
Discover the technologies and tools that power Prosperity Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
CDN
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Marketing automation
Security
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Miscellaneous
Frequently asked questions
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