Wealth Management Services


Prosperity Financial Advisors, LLC is a financial services firm.  We offer disability, traditional life and annuities and health insurance. Our professionals, through Cambridge, offer investments and provide fee-based advisory services employing strategic and tactical allocations designed to pursue our clients goals.  We focus on key financial areas which we believe are crucial for financial success. Our niche is working with established businesses and families who've already done substantial planning in traditional disciplines. Our typical client comes to us with a working relationship with one or more advisors. We demonstrate, when appropriate, that their current plan dove-tails well into the services that we provide to our clients.

Whether you are looking for guidance, insurance products and services, planning, investment advisory services, or a combination of all; we will partner with you to create a foundation and build your plan for the present and future.

We welcome the opportunity to serve you in your financial journey.