Financial Planner in Chesterfield, Missouri

Missouri

Prosser Financial Group, LLC

(no reviews)

000-000-0000

400 Chesterfield Center #150 Chesterfield MO 63017

Business Description

Prosser Financial Group is an independent financial services firm providing common sense solutions to the issues that keep people awake at night. Using an ""Advance & Protect"" approach, the company implements sophisticated, tactical investment strategies that work toward a common goal - to prosper in bull markets and protect principal during bear markets. This common sense approach has resonated well with clients during this period of increased market volatility.'Our clients are affluent investors looking for long-term, trusted relationships with their advisor and wealth management team. In order to continuously provide our clients with first-class service and unparalleled efficiency, we accept only a limited number of new clients each year.'At Prosser Financial Group, we believe wealth management is about more than investments - it's about people. By taking the time to really get to know our clients and by developing a strong rapport through regular meetings and client events, we hope to better tailor our investment advice to meet their specific needs. Our primary goal is to help clients confront the financial hurdles that accompany the success they have attained in life.'

Main Financial Planner Photo For Prosser Financial Group, LLC - Chesterfield, MO

Mission Statement

To provide Chesterfield quality Financial Planner assistance as a Financial Planner, Investment Management, Retirement Planning and Money Planning.

Prosser Financial Group, LLC meeting your Financial Planner needs since 2005.

Reviews

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Prosser Financial Group LLC is a financial consulting agency located in Chesterfield, MO. Established in 2005, they provide investment and financial planning services.

Prosser Financial Group LLC offers investment management, investment advice, investment services, retirement planning, money planning, money managing, and 401Ks. Their financial planners are some of the best in the area.

For more information on Prosser Financial Group LLC, please call (636) 534-8500 or visit their website at prosserfinancial.com to view all of their financial services.

Key Contacts

Daniel L Prosser, Cfp

Dan's Experience In The Wealth Management Industry Dates All The Way Back To 1981, And His Prior Experience As A High School Teacher Has Also Served Him Well In This Business. Growing Up On A Family Farm In Southwestern Missouri Helped Instill A Strong Work Ethic Early In Life. It Also Helped Establish A Firm Belief In A Common Sense Approach To Solving Problems That Dan Still Adheres To Today. As He Often Says To Clients, "common Sense Is Not All That Common." a Certified Financial Plannerâ„¢ Professional Since 1999, Dan Has Over 30 Years Of Experience In The Financial Services Industry. In Addition To Being Named A Five Star Wealth Manager* By St. Louis Magazine In 2012 And 2013, He Has Been Recognized By Forbes Magazine As "one Of The Leading Wealth Managers Of The Central United States**". Dan Has Been Happily Married To His Wife Nikki For 36 Years, And They Have Two Sons, Zach And Christian. He And Nikki Are Both Active In The Incarnate Word Parish, Where Dan Is Also Involved In The Knights Of Columbus. In His Free Time, He Enjoys Sailing And Skeet Shooting.

Debbie Opich, Director Of Operations

Debbie Opich Came On Board July 1, 2013 As The New Director Of Operations. Most Recently Debbie Worked For Commerce Bank Where She Was Vice President/retail Sales Manager For The St. Louis Market. She Was With Commerce For 9 Years And Supported Approximately 50 Branches In The St. Louis & Metro East Areas. Prior To Her Commerce Experience She Spent 9 Years At Saint Louis University Where She Directed The Internship Process For Undergraduate And Graduate Students And 13 Years With Mercantile Bank Of St. Louis As Vice President. Debbie Has A Bachelor's Of Science In Business From University Of Missouri-st. Louis And A Master's In Management Science From Saint Louis University.

Services

Content Is Currently Under Construction.

Service Locations

Financial Planner Chesterfield - Investment Management Chesterfield - Retirement Planning Chesterfield
Money Planning Chesterfield - Money Managing Chesterfield - Investment Advice Chesterfield

Serving Area:

Chesterfield, St. Louis City, St. Charles County, Metro East - Il

County

Saint Louis

Serving Zip Code:

63017

Latitude

38.6518336