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Prota Financial, LLC

EST. AUM
$270,372,201

CONTACTS
9

CLIENT ACCOUNTS
1,808

Firm Details

Metro area Houston
CRD Number 283776
Website protafinancial.com
Client types

Overview

Prota Financial provides comprehensive financial planning services, including retirement, college, and estate planning. The company focuses on developing and executing plans designed to build and preserve wealth. Prota Financial is passionate about helping clients develop good saving and investing habits. Committed to putting clients' interests first, the company aims to add value to the planning process and earn clients' respect.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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