Prosperitas Financial - Valencia, California

Address: 25060 Avenue Stanford # 100, Valencia, CA 91355.
Phone: 12559555.
Website: prosperitasfin.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

Location of Prosperitas Financial

12559555

Prosperitas Financial, located at Address: 25060 Avenue Stanford # 100, Valencia, CA 91355, is a financial planning firm that specializes in helping individuals and businesses achieve their financial goals. With a phone number: 12559555 and website: prosperitasfin.com, Prosperitas Financial is easily accessible for those seeking financial guidance.

One of the key features of Prosperitas Financial is their commitment to accessibility, with a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Additionally, they have a restroom and recommend appointments for visitors.

Prosperitas Financial specializes in financial planning, with a team of experienced professionals dedicated to helping clients create and implement customized financial plans. Their services include retirement planning, investment management, tax planning, estate planning, and insurance services.

With 22 reviews on Google My Business, Prosperitas Financial has received high praise from clients, with an average opinion: 5/5. Clients have commented on the firm's expertise, professionalism, and personalized service, making it a top choice for financial planning in the Valencia area.

If you're looking for a financial planner that is committed to your financial success, Prosperitas Financial is an excellent choice. With their convenient location, accessible facilities, and range of financial services, they are equipped to help you achieve your financial goals.

Don't hesitate to contact Prosperitas Financial today to schedule an appointment and start your journey towards financial prosperity. Visit their website: prosperitasfin.com to learn more about their services and team.

Reviews of Prosperitas Financial

Prosperitas Financial - Valencia, California

Josh Rivas

5/5

Prosperitas Financial takes a different approach to the way they handle wealth management. I met with Chris Ingram years ago to discuss my financial future. Chris was so patient with me and he explained things in a way that I could understand. He didn't care that I had so little to work with at the time. I feel like I left his office with a solid plan and an understanding of how things work. Through the years as the business has grown, I still see the same level of customer service and personal touch. The entire staff at Prosperitas is focused on the client. I highly recommend Chris and his team to all my clients and friends

Alison Lindemann

5/5

There are not enough stars to rate how I feel about Chris Ingram and Prosperitas Financial. Life changing is not an overstatement. I have referred them to my entire family and many, many friends. I have been with Chris for well over 10 years and there is no one I would trust more with my investments. Katie and his entire team are wonderful. 100 stars for this organization!!!

Collin Davis

5/5

Robert Clark at Prosperitas Financial has been our advisor for about a year now, and my wife and I couldn’t be happier with his services. Robert took the time to sit down with us and create a plan that was truly tailored to our needs. Not only did he develop a solid financial strategy, but he also designed a life insurance policy that fits us perfectly. His professionalism and constant availability to answer all our questions have been amazing. We highly recommend Robert Clark and Prosperitas Financial to anyone looking for a fantastic and reliable financial advisor.

Troy Yudin

5/5

It has been a wonderful experience working with Robert Clark. After our original meeting, he presented me with a personalized financial plan that would help me reach my financial goals. It wasn’t a generic plan that most financial advisors give you as he included other investments such as real estate in my plan. He has gone above and beyond to make sure I am a satisfied client. From taking the time to meet in person to sending me videos reviewing my account, he always makes me feel like I am a priority. I even called him out of the blue to ask him if I should sell or refinance an investment property and the following morning, I opened my email and saw a full analysis of what each decision would look like.

Thank you Robert for being an incredible advisor and an even more incredible human being

Brian Edwards

5/5

Prosperitas Financial is fantastic! They stand above the rest because of their individualized care and attention to their clients goals. Chris and Robert are class acts and I am very grateful for their help. From consolidating fiancial data into one portal to other services such as 401k and insurance, they offer advice and support without being pushy or upselling. If you’re looking for a place to start a plan or looking to upgrade your investment portfolio, Prosperitas comes highly recommended!

Rachel Cosgrove

5/5

Chris Ingram & his company Prosperitas Financial are professionals you can trust to get your plan in place, set goals for your future & keep you accountable to make those dreams happen.

Melanie Voltz

5/5

I highly recommend working with Fred Wachtel of Prosperitas. He is professional, trustworthy, and incredibly smart when it comes to managing your portfolio. He "eats his own cooking," as he likes to say, and it makes me feel like I'm truly in the hands of someone who has mine and my husband's best interests in mind. Fred is also personable and easy to talk to, which for me is a huge "must" in a financial advisor. I cannot recommend Prosperitas and Fred enough! Thank you for your help.

Denise Haro

5/5

I want to thank Fred, Brooke and the whole team at Prosperitas. They built a financial plan that keeps track of my progress toward my retirement goals. They also went beyond the basic financial advisor and showed where I needed to protect assets with life insurance and disability. They have a great team over there, going over things that you never think about until there is a problem. Fred provided full, one-stop service which is very much appreciated in today's busy world. Really happy with Fred and his team.