BBB Accredited Business Profile

Prizm Financial Group

Prizm Financial Group

(909) 456-8095

Prizm Financial Group

15 years in business
3281 E Guasti Rd STE 270
Ontario, CA 91761-7642
Fax Numbers
  • (909) 456-8094
Additional Phone Numbers
  • (909) 456-8902
  • (909) 471-6160
Business Started: 05/17/2003
Business Started Locally: 05/17/2003
Business Incorporated: 05/17/2007
Type of Entity
Sole Proprietorship
Business Management
  • Mrs. Stacie Leake, Founder & CEO
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Insurance Companies

Service Area
We service the following area(s): Alta Loma, CA, Blue Jay, CA, Chino, CA, Etiwanda, CA, Montclair, CA, Ontario, CA, Oro Grande, CA, Rancho Cucamonga, CA, Rch Cucamonga, CA
Alternate Business Names
  • Prizm Financial & Insurance Services
  • Senior Advisory Council
  • The Senior Advisory Council
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 0F60263 for this business, issued by California Department of Insurance

    California Department of Insurance
    300 S. Springs St, South Tower, Los Angeles, CA 90013
    Phone Number:  (800) 9274357
    Fax Number:   ()

BBB accredited business


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Prizm Financial Group

Prizm Financial Group


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