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Business Profile

Financial Consultants

Prism Wealth Management, LLC.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(330) 804-0123Write a Review

About

Overview

Prism Wealth Management, LLC.

127 E Liberty St, Suite 300

Wooster, OH 44691-4395

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

Prism Wealth Management, LLC. is BBB Accredited.

BBB accredited business seal

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

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About This Business

Prism Wealth Management provides financial advisory services, including retirement income planning, tax strategy development, and Social Security benefit analysis. The company assists clients with creating customized financial plans through asset allocation, risk assessment, and insurance solutions.

BBB Accredited Since: 4/2/2021

Years in Business: 8

Products and Services

Asset Allocation, Generational Vault, Income Planning, Insurance Solutions, Social Security, Tax Strategies

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
BBB Akron
BBB File Opened:
3/30/2021
Business Started:
6/1/2017
Business Incorporated:
6/8/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Robert Dodaro, Founder

Additional Contact Information

Principal Contacts
Mr. Robert Dodaro, Founder
Customer Contacts
Mr. Robert Dodaro, Founder
Additional Email Addresses
Complaint: Email this Business
Inquiry: Email this Business
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media

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 CRD#: 6799094 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 5/22/2026.

Financial Industry Regulatory Authority (FINRA)

1735 K St NW

Washington DC 20006

301-5906500Website

Additional Information

Other Resources
Ohio Department of Commerce


https://brokercheck.finra.org/
[email protected]
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: (614) 644-2658
http://www.insurance.ohio.gov
Business Categories
Financial Consultants, Financial Planning Consultants, Retirement Planning Services, Fee Only Financial Advisor

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.