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The Booren Group

EST. AUM
$1,400,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website prosperion.us
Client types

Overview

The Booren Group, part of Prosperion Financial Advisors, is a financial advisory team led by father-son duo Steve and John Booren. They focus on understanding clients' unique financial situations through a personalized approach, beginning with the R-Factor Question®, which aims to uncover clients' goals and concerns. The group emphasizes a core strategy known as Growth of Dividends and combines over 100 years of financial services experience. They cater to a diverse clientele, including families, business owners, and young professionals, offering services such as retirement planning, investment management, tax planning, and estate planning. The Booren Group is committed to building lasting relationships with clients based on trust and tailored financial strategies.

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Alternative Activity

Address

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

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