Prosperity Financial Group Inc

2333 San Ramon Valley Boulevard Suite 200
San Ramon, CA (California) 94583-4425

(925) 314-8029 (Primary Phone) +view more

Business Details

Elliot Kallen (Owner)

(925) 314-8500 (Primary Phone) (925) 314-8504 (Fax)

Products:	403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services:	Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff:	Analysts
Certifications:	Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
Sales Volume:	2M - 5M
Employee Size Range:	5-9
Fortune 500:	No

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