Prosperitas Financial
25060 Avenue Stanford, Santa Clarita, California, United States
About the Prosperitas Financial
Prosperitas Financial is a leading financial institution located at 25060 Avenue Stanford in Santa Clarita, California, United States. Specializing in finance, Prosperitas Financial offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Prosperitas Financial is dedicated to providing personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on customer satisfaction, Prosperitas Financial is the trusted choice for all your financial needs.
Photos of Prosperitas Financial
25060 Avenue Stanford # 100, Valencia, CA 91355, United States
Opening hours of Prosperitas Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Prosperitas Financial
"I highly recommend working with Fred Wachtel of Prosperitas. He is professional, trustworthy, and incredibly smart when it comes to managing your portfolio. He "eats his own cooking," as he likes to say, and it makes me feel like I'm truly in the hands of someone who has mine and my husband's best interests in mind. Fred is also personable and easy to talk to, which for me is a huge "must" in a financial advisor. I cannot recommend Prosperitas and Fred enough! Thank you for your help."
"I want to thank Fred, Brooke and the whole team at Prosperitas. They built a financial plan that keeps track of my progress toward my retirement goals. They also went beyond the basic financial advisor and showed where I needed to protect assets with life insurance and disability. They have a great team over there, going over things that you never think about until there is a problem. Fred provided full, one-stop service which is very much appreciated in today's busy world. Really happy with Fred and his team."
"Fred is an honest, tell it like it is advisor. He always looks out what best for his clients. He’s my go to individual investment guy. Highly recommend his services and his firm."
"I was introduced to Chris 15 years ago when I was still in high school by my dad. At the time, I had inherited a couple thousand dollars from my grandma after she passed and my dad thought it was important that I meet with his financial advisor just to get a better understanding of what kind of services Chris had to offer. Little did I know that that initial meeting with him would begin an amazing relationship. What I think I value the most about Chris is he doesn't talk to you like he knows more than you do but rather educates you on the financial world and what your specific portfolio is doing. He listens to what your goals (both short and long term) are and puts together a plan that best suits your needs. The end game is to have a better sense of financial literacy and financial freedom over your lifetime and Chris does an unbelievable job of setting you up for that success. I have referred so many of my own clients to Chris who have all come back to me raving about how great he is and I will continue to do so for years to come! Chris is the best financial advisor I know!"
"Our experience with Chris has been outstanding. He listens to our desires and make adjustments accordingly and we have had great results with our investments. Recommend them highly to assist you in your financial planning."
-
Andrade's Notary & Tax Service
1435 Cherry Ave, Long Beach, CA 90813, United States
-
MZ Income Tax & Notary Public
215 W 4th St, Oxnard, CA 93030, United States
-
Casapueblo, Notary Public, Live Scan, Taxes
1901 S Main St, Santa Ana, CA 92707, United States
-
M&A Tax and Notary Services
2122 N Broadway, Santa Ana, CA 92706, United States
-
MT Income Taxes & Bookkeeping
1731 Cherry Hill Rd, Santa Paula, CA 93060, United States
-
DMV Services LS Empire LLC
128 N 8th St, Santa Paula, CA 93060, United States
-
R & R Tax & Notary Service
1352 Bayside Cir, Oxnard, CA 93035, United States
-
J&C Tax - Notary services
13071 Brookhurst St Ste 225A, Garden Grove, CA 92843, United States
-
XCL Services (Income Tax)
1671 W Katella Ave Suite 130, Anaheim, CA 92802, United States
-
Fingerprinting-Live Scan, Income Tax & Notary Services
1917 E La Palma Ave, Anaheim, CA 92805, United States
List of businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos