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Business Profile

Financial Planning Consultants

Prostatis Financial Advisors Group

Headquarters

About

About This Business

Prostatis Group LLC provides financial planning services, including tax planning, retirement benefits analysis, investment management, and estate planning. The company assists clients with developing long-term asset allocation strategies and creating comprehensive financial plans.

BBB Accredited Since: 10/5/2011

Years in Business: 22

Products and Services

This company offers financial planning and tax planning services.

Business Details

BBB File Opened:
8/28/2008
Business Started:
10/1/2003
Business Incorporated:
10/6/2003
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Prostatis Group, LLC
Business Management:
Mr. Michael Canet, Managing Director
Ms. Adrienne Dilaimy, Director of Operations
Mr. Ryan C. Herbert, Partner

Additional Contact Information

Principal Contacts
Mr. Michael Canet, Managing Director
Mr. Ryan C. Herbert, Partner
Customer Contacts
Mr. Michael Canet, Managing Director
Ms. Adrienne Dilaimy, Director of Operations
Mr. Ryan C. Herbert, Partner
Fax numbers
Other Fax: (410) 884-3854
Other Fax: (410) 828-1060
Additional Phone Numbers
Other Phone: (410) 828-1040
Additional Email Addresses
Primary: Email this Business

Licensing information

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 1369 for this business, issued by Maryland Department of Labor. The expiration date of this license is 12/18/2027.

Maryland Department of Labor

500 N Calvert St Ste 401

Baltimore MD 21202

BBB records show a license number of 112966 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 8/31/2026.

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

BBB records show a license number of 9711060002 for this business, issued by Maryland Judiciary (Supreme Court of Maryland). The expiration date of this license is 9/21/2026.

Maryland Judiciary (Supreme Court of Maryland)

361 Rowe Boulevard

Annapolis MD 21401

  • BBB encourages consumers to check the Maryland State registration requirements and, where appropriate the registation numbers, of tax preparers.

    Department of Labor, Licensing and Regulation
    Division of Occupational and Professional Licensing
    Maryland State Board of Individual Tax Preparers
    500 N. Calvert Street, 3rd Floor
    Baltimore, Maryland 21202
    Telephone: (410) 230-6257
    e-mail: [email protected]

Additional Information

Other Resources
Dept. of Labor, Licensing & Regulation (dllr)
500 N Calvert St Ste 401
Baltimore MD 21202
Phone Number: (410) 230-6001
www.dllr.state.md.us/license/
[email protected].

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