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Financial Services • New Canaan, Connecticut, United States • 1-10 Employees
Key Contact at Prosperous Planning
Sandra Rose
Founder, Senior Wealth Advisor
Company overview
| Headquarters | 20 Prospect Place, New Canaan, CT 06840, US |
| Website | |
| NAICS | 52 |
| Keywords | Debt Management, Investment Management, Fixed Income, Equities, Annuities, Financial Planning, Business Succession Planning, Risk Management, Tax Planning, Charitable Giving, Retirement Income Planning, Trusts And Estate Planning, Protection Planning, Cash Flow And Budgeting, Education Planning, Divorce Analysis, Life Insurance Planning, Workplace Benefit Maximization, Executive Compensation Plans And Planning |
| Founded | 2023 |
| Employees | 1-10 |
About Prosperous Planning
An independent financial planning and wealth advisory firm. At Prosperous Planning, we provide financial planning & and customized advice. We partner with you to build a tailor-made plan that’s optimized for your financial success. We look at every detail of your life to help ensure your financial success. Our services include investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning, life insurance, and annuities. As a client of Prosperous Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial peace of mind, please contact us to schedule a complimentary, no-obligation consultation. We look forward to helping you achieve your financial goals.
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Total employees: 1-10
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Prosperous Planning has 1 employees across 1 departments.
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Prosperous Planning has never raised funding before.
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