We are a Client Centered comprehensive financial services firm committed to helping you improve your long-term financial independence. Our customized programs are designed to pursue your financial goals by utilizing state of the art products and delivering an unprecedented level of personalized service while putting your needs first.
The financial planning services is ongoing, involving various steps. Sean Rooney and his team can assist you with your financial plan. The end result is a plan which can and will change over time due to process and variations in your circumstances such as changes in health status, changes in career, family changes, and many other life events.
The financial planning services is ongoing, involving various steps. Sean Rooney and his team can assist you with your financial plan. The end result is a plan which can and will change over time due to process and variations in your circumstances such as changes in health status, changes in career, family changes, and many other life events.
Services
Prospect Financial Services, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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