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August 2024 by Kevin Speice
Awesome team! Can’t wait to next meeting. Very friendly. Looking forward to working with them. Just wish there was a bigger sign outside the building, lol.
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July 2023 by Jeanne Sequeira
Great service, easy to understand. Breeze doing taxes !!
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June 2023 by Michael Poirot
Some of the nicest people I've ever met!
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June 2023 by Kevin McGinniss
Katherine was extremely helpful and knowledgeable. She is the greatest.
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May 2023 by Denise Williams
Very pleasant experience.
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May 2023 by Rogelio DAlmeida
The entire staff was excellent! Very informative session with Karen. Completely satisfied customer!
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May 2023 by Joe L
Excellent financial company. They take care of all your financial, retirement and tax needs.
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December 2022 by Anon Emous
Sadly disappointed on multiple fronts over 10+ years as an investor with Prostatis who is not in/near retirement. Maybe they're better with that group. A big part is the fees. I would recommend considering looking a fee-for-service model first instead of assets under management and do your homework.
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September 2022 by James Krempasky
Sales team failed to meet the target. When you don't get contacted after completing all the requested document submissions after 30 days, not a good sign that you can handle new clients.
