About Us
We are committed to delivering exceptional client service
Welcome to Prosperity Advisory Group. We strive to provide you with the support, service, experience and knowledge that can help you achieve lasting prosperity and financial peace of mind. Our commitment to exceptional client service and the financial planning framework of The Prosperity Process™ are designed to help you realize your dreams and goals.
We understand that you want to be secure in the ability to meet the needs of you and your family — a comfortable home, educating your children, a happy and fulfilling retirement, and leaving a lasting legacy. Financial planning and investment management can help you achieve the tomorrows you deserve and for which you have worked so hard.
We can assist you in taking the steps needed to achieve your goals and attain prosperity. We do this by building a lasting advisory relationship, delivering exceptional service, and making sure your needs are our top priority.
We look forward to the opportunity to work with you and help you achieve lasting prosperity.
Warmest regards,
John P. Harnish, CFP®
Financial Advisor
CEO and Owner
Our Team
Link to: John Harnish
John P. Harnish, CFP®
Financial Advisor
CEO and Owner
Prosperity Advisory GroupCEO and Owner
Link to: Tracy Baker
Tracy K. Baker
Director of Operations
Prosperity Advisory GroupLink to: Alyssa Girod
Alyssa V. Girod
Director of Client Service
Prosperity Advisory GroupLink to: Amy Mitchell
Amy E. Mitchell
Director of First Impressions
Prosperity Advisory GroupCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the Certified Financial Planner™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
50 Square Drive | Suite 220 | Victor, NY 14564