Prism Financial Group

Description

• Based in the Kansas City area, at Prism Financial Group, L.L.C., we have the privilege of managing over $400million in assets, while proudly serving over 300 families across the United States. We are an independent advisory firm offering comprehensive financial planning and investment advice on a fee-for-service basis, to both business and individual clients. We strive to make our services and personal attention to clients, a defining quality that sets us apart from our competitors. We believe our professional success is based on us caring about, and being sensitive to each of our clients' unique situation, needs, and concerns, while providing a high level of expertise. Through our team approach, we are dedicated to helping our clients make smart financial decisions to help build, preserve, and maximize their wealth and probability of success, so they can focus on what matters most to them. Check out the background of firms and investment professionals on FINRA's BrokerCheck.https://brokercheck.finra.org/Securities offered through Cambridge Investment Research, Inc. (CIR) A Registered Broker/Dealer, Member FINRA/SIPC, to residents of AL, AR, AZ, CA, CO, FL, HI, IA, ID, IL, KS, MA, MD, ME, MN, MO, MS, MT, NE, NH, NM, NV, OH, OK, OR, SC, TN, TX, VA, WA, WI, and WY. Investment Advisory Services and Financial Planning Services are offered through Prism Financial Group, L.L.C. (PFG), a Registered Investment Advisor. CIR and PFG are not affiliated. Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this page.
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  Headquarters:7101 College Boulevard Suite 900, Overland Park, Kansas, United States

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  Phone Number: +1 913-345-1444

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  Website: https://www.prismfg.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Prism Financial Group

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• |  NAICS Code: 523930  |

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