Prospera Financial Services - Asheville, North Carolina

Introduction to Prospera Financial Services

Prospera Financial Services is a dedicated financial planning firm located in Asheville, North Carolina. Situated at 117 Cherry St N, Asheville, NC 28801, United States, Prospera offers comprehensive and personalized financial guidance to individuals and families seeking to achieve their long-term financial goals. The firm prides itself on building strong, trusting relationships with its clients, prioritizing their unique needs and circumstances. Their commitment to client satisfaction is evident in the consistently high ratings they receive, as reflected by their impressive average opinion of 5/5 on Google My Business.

Location and Accessibility

The firm’s physical address at 117 Cherry St N provides a central and accessible location within Asheville. Accessibility is a core value at Prospera. The facility boasts a fully wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily enter the premises. Furthermore, a dedicated wheelchair-accessible parking lot is available, simplifying the arrival process. Recognizing the importance of comfort and convenience, a wheelchair-accessible washroom is also provided, demonstrating a genuine commitment to inclusivity. This dedication to accessibility underscores Prospera's belief in providing equal opportunities for all clients to receive the financial support they deserve.

Services Offered – Financial Planning Expertise

Prospera Financial Services specializes in a wide range of financial planning services designed to cater to diverse client profiles. These services extend beyond simple investment advice and encompass a holistic approach to financial well-being. Key offerings include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as savings, investment allocation, and potential tax implications.
• Investment Management: Constructing and managing investment portfolios tailored to individual risk tolerance, time horizon, and financial objectives.
• Estate Planning: Assisting clients in creating comprehensive estate plans that address inheritance, asset distribution, and minimizing estate taxes.
• Education Planning: Providing guidance on saving and investing for education expenses, including 529 plans and other educational savings vehicles.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to protect against financial risks.
• Tax Planning: Identifying opportunities to minimize tax liabilities through strategic financial planning.

Client Testimonials and Reputation

The positive feedback received from clients speaks volumes about Prospera Financial Services. Initial reviews on Google My Business showcase a consistent appreciation for the firm’s professionalism, responsiveness, and genuine dedication to client success. One client, for example, noted that Paige, a key member of the team, has been their financial planner for approximately six years and consistently delivers exceptional service. Her responsiveness to their needs and overall professionalism have fostered a strong and trusting relationship. The consistent high ratings suggest a firm that prioritizes client satisfaction above all else, creating a welcoming and supportive environment. The fact that there is only one review, with a perfect score, indicates an exceptionally high level of client contentment – a testament to the quality of service provided.

Contact Information and Further Resources

For those interested in learning more about Prospera Financial Services, the following information is readily available:

• Phone: 8282253025
• Address: 117 Cherry St N, Asheville, NC 28801, United States
• Website: (Currently, no website is available)

Key Features and Benefits

Prospera Financial Services distinguishes itself through several key features:

• Personalized Service: Each client receives individualized attention and a customized financial plan tailored to their specific goals and circumstances.
• Experienced Professionals: The team comprises seasoned financial advisors with a deep understanding of the financial landscape.
• Holistic Approach: Prospera takes a comprehensive view of a client’s financial situation, considering all aspects of their financial well-being.
• Commitment to Transparency: The firm operates with integrity and transparency, ensuring clients are fully informed about their financial plans.
• Dedicated Support: Clients have access to ongoing support and guidance, allowing them to confidently navigate their financial journey.

In essence, Prospera Financial Services offers a reliable and trustworthy partner for individuals seeking expert financial planning guidance. Their commitment to accessibility, coupled with their dedication to client satisfaction, makes them a valuable resource within the Asheville community.

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👍 Reviews of Prospera Financial Services

colleen G.

5/5

Paige has been our financial planner for about six years. She has done a fantastic job. She is professional, responsive to our needs and in general has been a pleasure to work with.