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| Business Profile |
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Prosperity Financial Group, Inc.
2333 San Ramon Valley Blvd., #200
San Ramon, CA 94583
Phone: 925-314-8500
Map:
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Products & services: With over 20 years of experience, Prosperity Financial Group is an independent financial planning firm.
Staffed by outstanding financial advisors, we specialize in working with small business owners, busy professionals and forward-thinking retirees who wish to protect their retirement, improve their personal profitability and invest in the future.
Through our Fingerprint Financial Planning™ process, we deliver a customized approach when it comes to wealth management, retirement planning, college planning, and more. Our deep commitment to our clients is guided by three core principles: unbiased and independent advice, complete business and wealth solutions, and personalized client service.
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SIC: 6722
Industry: Finance, Insurance, and Real Estate Holding and Other Investment Offices Management investment, open-ended
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