Prosperous Planning Email Formats

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	prosperousplanning.com
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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Prosperous Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Prosperous Planning has never raised funding before.

Prosperous Planning Tech Stack

Discover the technologies and tools that power Prosperous Planning's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Lodash

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Security

jQuery

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Google Tag Manager

Tag managers

GoDaddy

Hosting

scrollreveal

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Slick

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Open Graph

Miscellaneous

Font Awesome

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Skrollr

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Google Analytics

Analytics

Frequently asked questions

Prosperous Planning is located in New Canaan, Connecticut, US.

Prosperous Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Prosperous Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Prosperous Planning

Sandra Rose

Founder, Senior Wealth Advisor

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