Lisa Rae LaBoo, CEO
MBA, ChFC, CLU, CASL, RHU, REBC, RICP

Today's investment climate offers many opportunities*. At Prosperity Investment Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing guidance to help adjust their roadmap when their needs change

 

Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. For help with your financial management*, or for more information on Prosperity Investment Services, please contact us today.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck