Prosperity Advisory Group
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Our Process

The Prosperity Process™

The Prosperity Process™ is a proprietary framework we have developed to help our clients identify their goals, create a strategy to achieve them, and implement an action plan to realize their dreams.

Our role as your financial planning team is to help you develop and execute an effective and realistic action plan to achieve your goals.

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Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC. Advisory services offered through Prosperity Advisory Group LLC, an SEC Registered Investment Adviser.  Prosperity Advisory Group LLC and Cadaret, Grant & Co., Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Additional information about Prosperity Advisory Group LLC is available on the SEC’s website.


50 Square Drive | Suite 220 | Victor, NY 14564

585.381.5900

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