Prosperitus Wealth Advisors - Coral Springs, Florida

Address: 11555 Heron Bay Blvd STE 305, Coral Springs, FL 33076.
Phone: 9544001470.
Website: prosperituswealth.com
Specialties: Financial planner.
Other points of interest: Identifies as Black-owned, Identifies as Latino-owned, Identifies as veteran-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Prosperitus Wealth Advisors

Prosperitus Wealth Advisors 11555 Heron Bay Blvd STE 305, Coral Springs, FL 33076

⏰ Open Hours of Prosperitus Wealth Advisors

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed overview of Prosperitus Wealth Advisors, presented in a formal and helpful tone, suitable for someone seeking financial planning services:

Prosperitus Wealth Advisors: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Prosperitus Wealth Advisors stands out as a dedicated and client-focused firm. Located in Coral Springs, Florida, at Address: 11555 Heron Bay Blvd STE 305, Coral Springs, FL 33076, they offer a comprehensive suite of services designed to help clients achieve their long-term financial goals. You can reach them by phone at Phone: 9544001470, or visit their website at Website: prosperituswealth.com to learn more.

Key Features and Services: Prosperitus Wealth Advisors specializes in providing personalized financial planning solutions. They assist clients with:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning

Ownership and Values: Notably, Prosperitus Wealth Advisors identifies as a Black-owned, Latino-owned, and veteran-owned firm. This commitment to diverse ownership reflects their dedication to serving a broad range of clients and fostering an inclusive environment. They also pride themselves on being an LGBTQ+ friendly and a Transgender safespace, ensuring all clients feel welcome and respected.

Accessibility and Convenience: Prosperitus Wealth Advisors has prioritized accessibility for all clients. They offer a variety of services to cater to different needs, including online appointments and onsite services. Furthermore, they provide language assistance, guaranteeing clear communication for all clients. The facility itself is fully wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating. Clients can also enjoy free parking lot and on-site parking. Appointment required, with appointments recommended for optimal service.

Client Feedback: Prosperitus Wealth Advisors currently holds 24 reviews on Google My Business, with an average opinion of 5/5. This overwhelmingly positive feedback speaks to the quality of their service and the satisfaction of their clients.

Additional Information: The firm’s commitment to client success extends beyond simply managing investments. They understand the importance of a holistic approach to financial wellness.

Recommendation: Considering their expertise, commitment to diverse ownership, and dedication to client accessibility, Prosperitus Wealth Advisors appears to be an excellent choice for individuals and families seeking a trustworthy and knowledgeable financial planner. We strongly encourage you to visit their website at prosperituswealth.com to schedule a consultation and discuss how they can help you build a secure financial future.

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👍 Reviews of Prosperitus Wealth Advisors

Prosperitus Wealth Advisors - Coral Springs, Florida
Carle A.
5/5

The staff at Prosperitus Wealth Advisors is very professional, responsive, and knowledgeable. Mr. Maxime Jean-Louis is an amazing financial advisor. I have been a client of Mr. Jean-Louis for over 15 years, he is very knowledgeable and tailor sound investments strategies towards my personal goals. He has been very reliable with regular reviews and thorough explanations of current market conditions and what effects that might have on my plans. He is very personable and easy to work with. I highly recommend Mr. Jean-Louis to anyone looking at growing their existing retirements accounts, business ventures and any other financial endeavors one would embark on.

Prosperitus Wealth Advisors - Coral Springs, Florida
Ed L.
5/5

My Prosperitus Wealth Advisor is Maxime Jean-Louis. We met about 8 years ago, and I hired him as my advisor a couple of years later. I hesitated at first because I was working with another financial advisor at the time, but I never regretted the decision. Maxime has been a close ally and wise counselor. I have recommended him to several close friends and family members, including my own children. He has served them well. He is committed to the well-being of his clients, and he serves them with a passion.

Prosperitus Wealth Advisors - Coral Springs, Florida
Hervé-Serge M. (.
5/5

I'm delighted that I followed the recommendation of a close family friend to seek assistance from Prosperitus Wealth Advisor. Working with Mr. Maxime Jean-Louis for approximately three months has affirmed his expertise and dedication. During our initial meeting, he invested over four hours meticulously analyzing my financial situation and devising a tailored approach. His holistic financial plan reflected his genuine concern for me and by extension for his clients, as he demonstrated flexibility to accommodate individual circumstances. Mr. Maxime Jean-Louis' accessibility, always just a phone call away, provides reassurance when navigating financial decisions.

I greatly appreciate his guidance and wholeheartedly endorse him to others seeking sound financial advice.

Prosperitus Wealth Advisors - Coral Springs, Florida
Rosabelle M. C.
5/5

I have been thinking about retirement for several years now. I also been looking for a financial advisor for several years. I have met a few, and then I med Maxime Jean-Louis from Prosperitus Wealth Advisors. He came highly recommended. He is now the financial advisor for the majority of my family members preparing for their retirement. He made your financial health a priority and he seem to genuinely cares. It is not a “one size fits all” kind of deal. His plan for you will be very personalized and geared to your own personal need and case. Maxime will take the time to get to know you and your financial situation to better prepare a plan that will fit your lifestyle. He provides outstanding services that will exceed your expectations every time. I am very happy I have met him at this point in my life as he had help me tremendously with financial decision making.

Prosperitus Wealth Advisors - Coral Springs, Florida
Renee L.
5/5

I would recommend Christian and his team to anyone looking for a financial advisor. His group is knowledgeable in all areas of personal finance and execute sound strategies for investments based on your goals. Everything is personalized to your needs and advice is given so you have control over your investments. I have been a client of Christian's for many years and I have recommended others to see him for their financial advisor needs. The main qualities I look for in a financial advisor relationship is trust and transparency. Propertius Wealth Advisors is a group that has gained my trust over the years and has always been fully transparent with all my investments. They are a wonderful group to work with!

Prosperitus Wealth Advisors - Coral Springs, Florida
Tania D.
5/5

Christian Urbina is a top-notch financial advisor who takes the time to listen to your concerns and find the best solution for your personal situation. He takes great care to ensure that your finances are well taken care whether we are in a recession or during good times. Everything is very transparent and you have access to your finances at all times. Come here and you will never regret it. Simply the best there is! Thank you Prosperitus!

Prosperitus Wealth Advisors - Coral Springs, Florida
Gina L.
5/5

I will not make any important financial decision without contacting my advisor at Prosperitus, Maxime Jean Louis. I have been more than pleased with his prompt, knowledgeable, and professional services. I am so grateful for his financial guidance. I feel so confident about retirement because of the plan he drafted for me.

Prosperitus Wealth Advisors - Coral Springs, Florida
K M.
5/5

Maxime Jean-Louis and the Prosperitus team are more than just advisors. They are more like life partners who listen, advise and execute - with impressive results. I've been with Max for over 10 years and its a partnership I wouldn't give up for anything.

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