Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients.
PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA's investment advisory/management services. Michael Del Greco is an Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein.
PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA's investment advisory/management services. Michael Del Greco is an Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein.
Services
The protection against financial loss caused by the premature death of a loved one or business partner.
An insurance contract in which the insurance company makes fixed dollar payments to the annuitant for the term of the contract, usually until the annuitant dies.
The insurance company guarantees both earnings and principal.
An indexed annuity is a fixed annuity, either immediate or deferred that earns interest or provides benefits that are linked to an external equity reference or an equity index.
An insurance contract in which the insurance company makes fixed dollar payments to the annuitant for the term of the contract, usually until the annuitant dies.
The insurance company guarantees both earnings and principal.
An indexed annuity is a fixed annuity, either immediate or deferred that earns interest or provides benefits that are linked to an external equity reference or an equity index.
Our Mission:To provide sound and unbiased financial advice for every aspect of our clients needs and goals with our primary focus of protecting assets and providing income you can never outlive.
Our Goal: To create complete financial and insurance plans that will help our clients to preserve what they already have, protect them from financial uncertainty, and help protect the future of their loved ones in the most efficient way possible.
We are fully committed to providing the highest level of services to our clients.
Our Goal: To create complete financial and insurance plans that will help our clients to preserve what they already have, protect them from financial uncertainty, and help protect the future of their loved ones in the most efficient way possible.
We are fully committed to providing the highest level of services to our clients.
Our firm delivers the highest level of service and value possible to our clients, using the fee structures most suitable for them.
We offer a wide variety of product choices and solutions to fit your needs.
Our planning process centers around you.
Your planner will work through a structured process to identify your personal needs and goals, develop strategies and put your plan into action.
Our planners will listen, ask important questions, advise you, and help keep you on the road to financial success.
We offer a wide variety of product choices and solutions to fit your needs.
Our planning process centers around you.
Your planner will work through a structured process to identify your personal needs and goals, develop strategies and put your plan into action.
Our planners will listen, ask important questions, advise you, and help keep you on the road to financial success.
We provide our clients with a Financial Road Map: the big picture of where you are now, where you want to be, and what's important to you.
This comprehensive step-by-step financial plan is provided to all of our clients after a thorough consultation and review.
Proactive: We use a review process to anticipate future needs before they occur rather than reacting after it may be too late.
As part of this Financial Road Map, you will be provided with detailed solutions and explanations for resolving your financial issues and reaching your personal goals.
This comprehensive step-by-step financial plan is provided to all of our clients after a thorough consultation and review.
Proactive: We use a review process to anticipate future needs before they occur rather than reacting after it may be too late.
As part of this Financial Road Map, you will be provided with detailed solutions and explanations for resolving your financial issues and reaching your personal goals.
We are committed to preserving your financial wellbeing for life and beyond.
To guide the actions of our employees and hold us to this commitment, we focus on the following core values:.
We will provide honest and straightforward information to all our clients, in order to create and maintain long-term, lasting relationships while maintaining their financial wellbeing.
We will demonstrate the utmost integrity by upholding the highest ethical standards of our industry, in accordance with regulation and laws as they apply to the services we provide.
To guide the actions of our employees and hold us to this commitment, we focus on the following core values:.
We will provide honest and straightforward information to all our clients, in order to create and maintain long-term, lasting relationships while maintaining their financial wellbeing.
We will demonstrate the utmost integrity by upholding the highest ethical standards of our industry, in accordance with regulation and laws as they apply to the services we provide.
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