Prosperity Path Financial and Insurance Solutions Revenue
Financial Services • 
Grass Valley, California, United States • 1-10 Employees
Prosperity Path Financial and Insurance Solutions revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Prosperity Path Financial and Insurance Solutions
Shawn Coffey
Business Owner
Company overview
| Headquarters | 908 Taylorville Rd., Suite 102, Grass Valley, CA 95949, US |
| Phone number | +15304027277 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Retirement Planning, Legacy Planning, Empowering Women, Social Security Maximization, Government Benefits |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Prosperity Path Financial and Insurance Solutions Email Formats
Prosperity Path Financial and Insurance Solutions uses 1 email format. The most common is {first initial} (e.g., j@yourprosperitypath.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@yourprosperitypath.com | 100% |
About Prosperity Path Financial and Insurance Solutions
Prosperity Path Financial and Insurance Solutions, is a Savvy Women’s Wealth Practice that serves Grass Valley, Roseville, Auburn, and surrounding areas by providing the families and businesses we serve with innovative financial strategies, solutions, and planning. Our clients are smart, somewhat sassy women who have recently experienced a life event that has undermined their sense of safety and confidence. Just thinking of their financial future is a constant source of stress and anxiety. They want to become more intentional about their money and regain a sense of control over their future but they don’t know who to turn to or who to trust. Prosperity Path Financial has created a unique environment where women feel warm, comfortable and safe asking questions to gain knowledge. We encourage women to address their fears and concerns to regain a sense of control over their financial lives allowing their sassiness to shine. SERVICES: 1. Lifestyle Income Planning: Creating a clear vision and path to financial freedom 2. Safe Money Strategies: Implementation of a unique personalized strategy to provide confidence and comfort in your income plan. 3. Sassy Ladies’ Club: Ongoing education, meaningful conversation, and proactive engagement where Sassy Women will get Savvy about money
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Prosperity Path Financial and Insurance Solutions has never raised funding before.
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