Prospect Financial Services LLC

EST. AUM
$430,992,588

CONTACTS
3

CLIENT ACCOUNTS
1,156

Firm Details

Metro area New York City
CRD Number 314154
Website profinserv.net
Client types

Overview

Prospect Financial Services, LLC is dedicated to assisting clients in all aspects of their financial lives, earning a reputation for excellence in the industry by providing highly personalized service. The firm aims to create financial stability and confidence for each client, promoting long-term financial independence through a client-centered approach. As a comprehensive financial services firm, Prospect Financial Services offers customized programs designed to meet financial goals using state-of-the-art products and personalized service, always prioritizing client needs. The financial planning process is ongoing and adaptable, accommodating changes in health, career, family, and other life events. Led by Sean Rooney, the team ensures that financial plans are dynamic and can be adjusted to suit evolving circumstances. Prospect Financial Services invites potential clients to explore their website to learn more about their offerings and encourages direct contact for further information.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Prospect Financial Services LLC

Platform Details

Investment Preferences

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Address

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