Prostatis Financial Advisors Group

Financial Advising
Hours: Prostatis Financial Advisors Group is a financial planning firm that offers a range of services, including retirement, tax, and estate planning. The company aims to help clients grow, protect, and distribute their wealth in a tax-efficient manner, both during their lifetime and after they pass away. According to client testimonials, Prostatis has provided excellent financial advice and investment management, enabling some clients to retire earlier than anticipated. Clients describe the Prostatis team as a "family" and appreciate the personalized attention and quick resolutions to any financial concerns they may have. The team has also assisted clients with tasks such as transferring accounts, establishing medical directives and powers of attorney, and setting up trusts. Clients highlight the team's proactivity, knowledge, and availability, with one client specifically praising their advisor, Lawrence, for these qualities. Another client, Andrew, has been praised for his help in planning for the future, assisting with taxes, and taking the necessary steps in case of an unexpected event. Overall, Prostatis Financial Advisors Group is praised by its clients for its personalized, family-like approach to financial planning and management, as well as the team's expertise and responsiveness in addressing clients' financial needs and concerns.

• 4.64 miles

  

  Edward Jones - Financial Advisor: Robert J Digsby Financial Consultant, Investing

1. Hanover, Maryland