Prosperity Planning, Inc.
Financial AdvisingHours:
1920 Buchanan St, North Kansas City MO 64116 Hours
About Prosperity Planning, Inc.
The people leaving reviews on this site may or may not be clients of the firm and they are not being compensated for sharing their opinion and experience. The reviewer's comments may not be representative of any other person's experience. All financial planning and advisory services are offered through Prosperity Planning, Inc., a registered investment advisor with the Securities and Exchange Commission. All investment advisers have a fiduciary duty to act in their clients’ best interests. Prosperity’s current written disclosure statement (Form ADV Part 2A) discussing their business operations, services, and fees is available by request or online at the SEC website Investment Advisor Public Disclosure.
Most Recent Reviews
March 2026
I trust you guys. You care to get to know your clients fully understand where they’re at and what they need to financial plan
November 2025
I have been a customer with Prosperity for over 10 years, and they have always been there to address any concerns I have. I've always trusted their recommendations and suggestions.
August 2025
The staff at Prosperity Planning has been great in helping us to invest properly, based on our long-term goals. Thanks to their advice and assistance with our financial planning, we will be able to retire three years early!
More Comments(17)
You May Also Like
2.98 miles
Finra Financial Planners
- North Kansas City, Missouri
