Prosperitas Financial in Valencia

Review №1

2024-06-02 19:45:39

Robert Clark at Prosperitas Financial has been our advisor for about a year now, and my wife and I couldn’t be happier with his services. Robert took the time to sit down with us and create a plan that was truly tailored to our needs. Not only did he develop a solid financial strategy, but he also designed a life insurance policy that fits us perfectly. His professionalism and constant availability to answer all our questions have been amazing. We highly recommend Robert Clark and Prosperitas Financial to anyone looking for a fantastic and reliable financial advisor.

Review №2

2024-06-05 20:50:53

It has been a wonderful experience working with Robert Clark. After our original meeting, he presented me with a personalized financial plan that would help me reach my financial goals. It wasn’t a generic plan that most financial advisors give you as he included other investments such as real estate in my plan. He has gone above and beyond to make sure I am a satisfied client. From taking the time to meet in person to sending me videos reviewing my account, he always makes me feel like I am a priority. I even called him out of the blue to ask him if I should sell or refinance an investment property and the following morning, I opened my email and saw a full analysis of what each decision would look like.Thank you Robert for being an incredible advisor and an even more incredible human being

Review №3

2024-05-31 04:05:27

Prosperitas Financial is fantastic! They stand above the rest because of their individualized care and attention to their clients goals. Chris and Robert are class acts and I am very grateful for their help. From consolidating fiancial data into one portal to other services such as 401k and insurance, they offer advice and support without being pushy or upselling. If you’re looking for a place to start a plan or looking to upgrade your investment portfolio, Prosperitas comes highly recommended!

Review №4

2023-08-25 19:43:13

I highly recommend working with Fred Wachtel of Prosperitas. He is professional, trustworthy, and incredibly smart when it comes to managing your portfolio. He eats his own cooking, as he likes to say, and it makes me feel like Im truly in the hands of someone who has mine and my husbands best interests in mind. Fred is also personable and easy to talk to, which for me is a huge must in a financial advisor. I cannot recommend Prosperitas and Fred enough! Thank you for your help.

Review №5

2022-07-20 21:30:59

I want to thank Fred, Brooke and the whole team at Prosperitas. They built a financial plan that keeps track of my progress toward my retirement goals. They also went beyond the basic financial advisor and showed where I needed to protect assets with life insurance and disability. They have a great team over there, going over things that you never think about until there is a problem. Fred provided full, one-stop service which is very much appreciated in todays busy world. Really happy with Fred and his team.

Review №6

2020-10-02 20:09:33

I was introduced to Chris 15 years ago when I was still in high school by my dad. At the time, I had inherited a couple thousand dollars from my grandma after she passed and my dad thought it was important that I meet with his financial advisor just to get a better understanding of what kind of services Chris had to offer. Little did I know that that initial meeting with him would begin an amazing relationship.What I think I value the most about Chris is he doesnt talk to you like he knows more than you do but rather educates you on the financial world and what your specific portfolio is doing. He listens to what your goals (both short and long term) are and puts together a plan that best suits your needs. The end game is to have a better sense of financial literacy and financial freedom over your lifetime and Chris does an unbelievable job of setting you up for that success.I have referred so many of my own clients to Chris who have all come back to me raving about how great he is and I will continue to do so for years to come! Chris is the best financial advisor I know!

Review №7

2020-10-02 17:49:37

Our experience with Chris has been outstanding. He listens to our desires and make adjustments accordingly and we have had great results with our investments. Recommend them highly to assist you in your financial planning.

Review №8

2022-04-27 17:15:09

Fred is an honest, tell it like it is advisor. He always looks out what best for his clients. He’s my go to individual investment guy. Highly recommend his services and his firm.

Review №9

2020-10-05 21:44:52

Chris is by far the most knowledgeable Financial Advisor that we have met with. He not only works hard for us but for our entire family. We highly recommend him.

Review №10

2020-10-02 20:21:14

Chris Ingram is an outstanding financial professional with the highest integrity. I have confidence in his guidance and have developed trust in his direction to maximize my long term goals.