ProsperPlan Wealth Financial Advisors

Name: ProsperPlan Wealth Financial Advisors
Address: 2377 Gold Meadow Way, Gold River, CA, 95670, US
Telephone: (916) 909-3993
Price range: $$$
Rating: 5

Your trusted partner for personalized financial planning and wealth management in Gold River.

5(5 reviews)

insurance

$$$

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About

ProsperPlan Wealth Financial Advisors offers expert financial advisory services, including insurance, investment planning, and wealth management. The team, led by professionals like Chris and Lauren, provides personalized strategies tailored to individual client goals, ensuring clarity and confidence in financial decisions. With a focus on long-term success and ongoing support, they help clients navigate complex financial landscapes with professionalism and care.

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Location

2377 Gold Meadow Way #100, Gold River, CA 95670, USA

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Information

2377 Gold Meadow Way

Gold River, CA, 95670

(916) 909-3993 www.prosperplan.com/

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Services

Investment Management

Customized portfolio strategies to grow and protect your assets based on your risk tolerance and goals.

Retirement Planning

Comprehensive plans to ensure financial security in retirement, including savings strategies and income projections.

Insurance Solutions

Tailored insurance policies for life, health, and property to safeguard your financial well-being.

Financial Consultation

One-on-one sessions to analyze your financial situation and develop actionable strategies for wealth building.

Estate and Trust Planning

Guidance on estate management and trust setup to simplify complex legal and financial matters.

5.00 · 5 reviews

Overall rating

Liliya Dubovaya

via Google

· 1 year ago

I recently had met with Chris and couldn’t be more satisfied with the experience. He’s extremely professional, knowledgeable, and really took the time to understand my goals. He took the time to explain concepts I wasn’t familiar with in a clear and understanding way. I left the meeting feeling more informed, confident, and with a clear roadmap of my future goals. If you're looking for a trustworthy and insightful financial consultant who will prioritize your long-term success, I highly recommend Chris!!

Mike Mattos

via Google

· 1 year ago

Lauren Williams at Prosperplan is a rock star in helping people set up investments and wealth plans to help manage money to sustain you as you age. Her insights into planning for your future help you foresee situations that most people do not consider. In my case, I had complex Trust issues that needed processes to mange funds in my role as the Trustee. She was able to simplify the accounts in a way that achieved accountability and investment growth. I recommend Lauren without reservations. I’ve worked with Lauren for nearly 20 years and she has never let me down. With ProsperPlan Wealth she has assembled a team of like minded professionals who support her in delivering on her mission.

J P

via Google

· 1 year ago

I had an excellent experience working with Chris. Chris took the time to walk me through everything in detail, making sure I fully understood each step of the process. He was thorough, patient, and very professional. I really appreciated how he tailored the setup to my specific needs and didn’t rush through anything. It’s clear he genuinely cares about his clients and wants the best outcome for them. I feel confident moving forward with the plan we built together. Highly recommend Chris to anyone looking for a knowledgeable and dedicated financial advisor!

Gary Glaze

via Google

· 1 year ago

Lauren and Chris provide insightful and detailed financial analysis and planning. I have know Lauren for 9 years and Chris for 3. They have great knowledge and experience. Their team is associated with one of the best financial management companies (New Edge Advisors) in the business. And as such is able to provide for all my financial needs. I have been overwhelmingly satisfied with both the professionalism and personal interest in my financial needs and goals. I fully recommend Prosper Plan Wealth management for anyone looking to improve the path along their financial journey.

bowden hooser

via Google

· 1 year ago

The professionals at ProsperPlan Wealth truly stand out due to their exceptional knowledge and dedication. From my initial consultation, it was clear that they prioritize understanding each client's unique financial situation and goals. Their advice is well-researched, clearly explained, and tailored to individual needs, making complex financial concepts easy to grasp. What impresses me most is their commitment to ongoing support and education. They regularly provide updates on market trends and investment opportunities, ensuring clients are well-informed and confident in their financial decisions. The team's responsiveness and willingness to address any concerns promptly further enhance the client experience. Overall, ProsperPlan Wealth offers a blend of expertise, personalized service, and genuine care for their clients' financial well-being. Their professionalism and dedication make them a trusted partner in navigating the complexities of wealth management.