Prism Financial Concepts

Prism Financial Concepts

金融服务

Scottsdale,AZ 115 位关注者

We are the financial team that empowers you.

关于我们

We are the financial team that empowers you. As a planning-focused firm, Prism Financial Concepts provides a suite of integrated technology solutions to help you improve the speed and accuracy of your financial decision-making. We are helping entrepreneurs and investors use financial services differently by changing the way we deliver those services. We empower our investors to make the best use of capital, providing unbiased and objective perspective as we do not accept commissions or incentive fees. Our flat fee billing solution is designed to fit your needs while maintaining fee alignment with the level of services we provide to you. Our investment advisors and industry-specific consultants have expertise in a wide array of investments, business, and planning services and strategies and are inspired to share that knowledge with you, one-on-one or through our group educational talks. We are driven to impact our community by improving financial literacy and strive to support charities and organizations who share this philosophy. Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.

网站
https://www.prismfc.com/
所属行业
金融服务
规模
2-10 人
总部
Scottsdale,AZ
类型
私人持股
创立
2011
领域
Flat Fee Advisement、Tax Planning、Impact Investing、Estate Planning、Entrepreneurship、Small Business Owners、Alternative Investments、Asset allocation和Outsource CFO

地点

  • 主要

    5020 E Shea Blvd

    Suite 240

    US,AZ,Scottsdale,85254

    获取路线

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