Prosper Financial

EST. AUM
$97,422,000

CONTACTS
3

CLIENT ACCOUNTS
190

Firm Details

Metro area South Bend
CRD Number 155100
Website prosperfinancial.com
Client types

Overview

Prosper Financial is an independent wealth advisory firm headquartered in Schererville, Indiana, serving individuals, families and businesses across Northwest Indiana. Prosper Financial helps clients prepare for the future through comprehensive retirement planning, wealth management, and coordinated strategies for both personal and business finances. The firm’s advisors provide guidance on 401(k) plans, mutual funds, insurance, pension plans, private wealth strategies and succession or exit planning for business owners. Prosper Financial emphasizes a team-based approach, combining experienced financial professionals and skilled brokers to deliver customized strategies and ongoing support throughout each stage of a client’s financial journey.

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

Prosper Financial

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company