Prosperitas Financial
Accounting & Finance · Santa Clarita, CA
25060 Avenue Stanford, Santa Clarita, CA, 91355
Phone: (661) 255-9555
Website: http://www.prosperitasfin.com/
Rated 4.9 from 31 reviews.
About
Prosperitas Financial is a finance firm located in Santa Clarita offering professional financial services and advisory. The company operates during standard business hours, Monday through Friday, serving the local community with comprehensive financial solutions.
Hours
- Monday: 8:00 AM–5:00 PM
- Tuesday: 8:00 AM–5:00 PM
- Wednesday: 8:00 AM–5:00 PM
- Thursday: 8:00 AM–5:00 PM
- Friday: 8:00 AM–5:00 PM
- Saturday: Closed
- Sunday: Closed
Reviews
Review for Chris and the Prosperitas Team We used to work with another advisor who was hard to reach and rarely had answers to our questions. Switching to Chris and the team at Prosperitas has been a completely different experience. Chris meets with us quarterly and annually in person to review our goals, adjust for any life changes, and make sure we’re on track with our financial and retirement… — Dulce Vazquez
Prosperitas Financial takes a different approach to the way they handle wealth management. I met with Chris Ingram years ago to discuss my financial future. Chris was so patient with me and he explained things in a way that I could understand. He didn't care that I had so little to work with at the time. I feel like I left his office with a solid plan and an understanding of how things work. Thro… — Josh Rivas
My family and I have been working with Robert Clark at Prosperitas Financial for close to a year, and we have been extremely pleased. He really took the time to get to know us and find out what is important to us; our values, and goals, so that he could cater our portfolio to our actual priorities and plans. Robert explains complex concepts in a way that makes them easy to understand, and he alwa… — Nurse Connie
I’ve been working with Robert at Prosperitas for about 2 years now. He's been very instrumental in helping me open my new fitness studio, and I couldn’t be more grateful for his support. He’s been straightforward and honest with me every step of the way helping me make good decisions. Robert doesn’t just give advice—he helps me see the bigger picture and plan for both my immediate goals and long-… — Ama B.
Robert Clark at Prosperitas Financial has been our advisor for about a year now, and my wife and I couldn’t be happier with his services. Robert took the time to sit down with us and create a plan that was truly tailored to our needs. Not only did he develop a solid financial strategy, but he also designed a life insurance policy that fits us perfectly. His professionalism and constant availabili… — Collin Davis