Prospera Financial Services New York

Prospera Financial Services New York is a financial planner in White Plains, NY. The firm provides investment management and strategic wealth planning for individuals and families, specializing in increased retirement income, asset protection, and wealth transfer for future generations. Their service offerings include financial planning, insurance planning, asset planning, annuities, and retirement investment planning. The firm holds a 5.00 rating.

The team consists of independent financial professionals who utilize 60 years of combined investment experience to develop customized financial blueprints. Their approach focuses on understanding specific client goals to create tax-efficient strategies that protect current needs while planning for the future. The firm offers a comprehensive suite of products and services, including managed accounts, tax-efficient investment strategies, exchange-traded funds, hedge funds, and long-term care. Their process is designed to help clients feel comfortable with their investments through an unbiased perspective and systematic assessment of individual needs.

Located on Mamaroneck Avenue, the office is a short drive from the Hebrew Institute of White Plains and is situated near the intersection of East Post Road and Maple Avenue.

Prospera Financial Services New York is known for providing thorough and well-documented professional guidance. The firm stands as a dedicated resource for those seeking sophisticated, unbiased financial strategies.

With decades of combined expertise, Prospera Financial Services New York provides the long-term guidance necessary to help clients achieve their financial goals in White Plains.