Prosperity Financial Group, Inc.
Looking to secure a solid retirement strategy for your family or your employees? San Ramon’s Prosperity Financial Group is an independent financial planning and wealth management firm with over 20 years of experience helping business owners, professionals, retirees and millennials achieve financial independence.
Elliot Kallen and Chuck Ballweg started Prosperity Financial Group in 1993 with the belief that companies are reflections of the character and abilities of their leaders. For Elliot and Chuck, this means honesty and integrity are the founding principles of the firm and the basis for not only every client but the financial advice they provide.
Address: 2333 San Ramon Valley Boulevard, Suite 200, San Ramon, CA 94583, USA
Phone: +1 925 314 8500
FAX: +1 925 314 8504
