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Business Profile

Financial Planning Consultants

Prosperity Asset Management
BBB Accredited BusinessA+Rated by BBB
Visit Website(877) 590-1455Email BusinessWrite a Review

About

Overview

Prosperity Asset Management

6009 Brownsboro Park Blvd Ste A

Louisville, KY 40207-1291

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BBB Accreditation & Rating

Prosperity Asset Management is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Prosperity Asset Management provides financial planning and investment management services, including retirement planning, insurance solutions, and social security maximization. The company assists clients with personalized investment approaches and reviews of wills, estate plans, trusts, taxes, and insurance.

BBB Accredited Since: 5/5/2022

Years in Business: 10

Products and Services

Financial Planning, Financial Retirement Planning, Financial Investment Management Services, Insurance Solutions, Maximizing Social Security, Investment Management, Retirement Planning, Social Security Maximization

Photos and Videos

Business Details

Local BBB:
BBB serving Greater Kentucky and South Central Indiana
BBB File Opened:
5/24/2022
Business Started:
1/13/2016
Business Started Locally:
1/13/2016
Business Incorporated:
1/13/2016
Type of Entity:
Limited Liability Company (LLC)
Related Businesses:
A. Roberts & Associates, Inc.
Business Management:
Mr. Anthony S. Roberts, Owner/Manager
Ms. Sheri Howard, Executive Assistant

Additional Contact Information

Principal Contacts
Mr. Anthony S. Roberts, Owner/Manager
Customer Contacts
Ms. Sheri Howard, Executive Assistant
Additional Email Addresses
Primary: Email this Business
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Social Media

Additional Information

Payment methods
  • ACH
  • American Express
  • Cash
  • Check
  • Debit Card
  • Discover
  • MasterCard
  • Visa
  • Western Union
  • Credit Card
Business Categories
Financial Planning Consultants, Retirement Planning Services, Financial Consultants, Insurance Consultant, Wealth Management, Asset Management

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