Prism Financial Group

Financial Services - Overland Park, KS, US

Prism Financial Group Details

Prism Financial Group, L.L.C. is a premier wealth management firm that takes great pride in our pledge to provide "Exceptional Service – Trusted Advice" for our clientele of business owners, professionals and other affluent individuals and families. Our team of financial professionals provides unbiased, results-oriented advice. Our firm continues to grow through referrals from existing clients and our relationships with accounting and estate planning professionals. We utilize a team approach to analyzing and developing a client's financial plan and investment portfolio.Check out the background of firms and investment professionals on SEC's Investment Adviser Public Disclosure site.https://www.adviserinfo.sec.gov/IAPD/Default.aspxInformation presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this page.

Prism Financial Group logo, Prism Financial Group contact details
Website: prismfg.com
Employees: 10 - 19
HQ: 913-345-1444
Location: Overland Park, KS, US
Revenue: 10 - 20 Million
Comprehensive Financial Planning Social Security Analysis Estate Planning Income Tax Planning Investment Portfolio Management IRA RMD Planning - Age 70 1/2 Educational Funding Retirement Analysis Employer Retirement Plans IRA Rollovers 401k Retirement Services Financial Planning Investment Strategies Asset Management Retirement Planning Financial Services Financial Advisory Services
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