Prostatis Financial Advisors Group

Financial Services - Severn, MD, US

Prostatis Financial Advisors Group Employees
Cierra Turk

client relations coordinator

Contact Cierra Turk

Brendan Lowder

Marketing Manager

Contact Brendan Lowder

Rosanne Schaeffer

Bookkeeper

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Katherine Groce

Financial Advisor

Contact Katherine Groce

Aliah Hemby

Client Service Manager

Contact Aliah Hemby

Alison Grant

Client Service Manager

Contact Alison Grant

Faisal Magsi

Financial Planner

Contact Faisal Magsi

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Prostatis Financial Advisors Group Details

Our approach at Prostatis Financial Advisors Group is simple: We provide accountable retirement, tax and estate planning, which we pair with clear and constant personal contact with each of our clients. Our team believes in diversification, along with developing sensible, conservative long-term asset allocation strategies.We work side-by-side with clients to build complete financial plans, giving them peace of mind as they transition toward retirement.If you're experiencing a financial transition, you need to move forward with confidence and a team that shares your values and understands your goals.Prostatis Group LLC is a registered investment adviser.

Prostatis Financial Advisors Group logo, Prostatis Financial Advisors Group contact details
Employees: 20 - 49
HQ: N/A
Location: Severn, MD, US
Revenue: 1 - 2.5 Million
Tax Planning Estate Planning Retirement Planning Income Planning
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