Prostatis Financial Advisors Group
Financial Advising
Hours:
7580 Buckingham Blvd Suite 180, Hanover MD 21076
Hours
Most Recent Comments
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July 2023
Great service, easy to understand. Breeze doing taxes !!
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June 2023
Katherine was extremely helpful and knowledgeable. She is the greatest.
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May 2023
The entire staff was excellent! Very informative session with Karen. Completely satisfied customer!
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From Prostatis Financial Advisors Group
What services does Prostatis Financial Advisors Group offer?
Prostatis Financial Advisors Group offers retirement, tax, and estate planning services. They aim to grow, protect, and distribute their clients' wealth in the most tax-efficient manner both while they are alive and after they pass. They offer complete financial plans called Savvy Investor Retirement Summaries, which help their clients transition into retirement with peace of mind. The group also offers tax planning and preparation services, financial planning for life transitions such as education and retirement planning, insurance services such as life, health, and long-term care insurance, and estate planning to protect their clients' accumulated wealth.
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Hanover, Maryland