Intelligent, practical advice from experts in the financial industry. Focused on providing personal service with a local flair, our professional wealth advisors are as invested in your goals as you are.
And for Prospera Credit Union members, our wealth planning services are always free.
Your bank balance shouldn’t determine whether or not you get access to financial planning advice.
Whether you’ve been building your investment portfolio for years, or you’re just getting started, there’s more to a wealth plan than putting money away for retirement.
Maybe you don’t think your bank balance qualifies. Or maybe you thought you could handle it all yourself. No matter how late you think it is, it’s never too late to catch up.
No matter what stage you’re at with your financial plan, mutual funds are a low-risk way to make your savings and investments grow while still having access to your money.
With retirement on the horizon, you want to make sure you have everything you need in place, so you can avoid hiccups and delays when the time comes.
“The biggest reason we choose Prospera was that they are so community based and focused, even in terms of fundraising and giving back to the community, which is important to us.”
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