About Us

Our Primary Purpose

Prospect Financial Services, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence.

Our Commitment

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. With decades of financial services experience not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursing your dreams. As your Financial Professional, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursing your dreams.

We manage client wealth in a fundamentally different way than the average investor. Our obligation is to make prudent investment decisions on behalf of our clients utilizing modern portfolio theory; to pursue your goals requires a disciplined investment process while controlling risk. We replace emotion with the fundamental logic and discipline needed to make careful, rational choices.

Our Principle

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We know from experience that life is full of change and through change, goals evolve. The world is full of surprises, so you can rest assured that with Prospect Financial Services, LLC the work of managing your wealth is an ongoing and collaborative process between you and your advisor, not a plan written in stone.

It’s your plan. It’s your life. And it’s your strength and determination-along with our financial expertise that will aim to bring your most satisfying life and pursue your dreams.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (631) 424-5218.

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