Why We Are Different
Where Do We Add Value?
There are literally hundreds of thousands of people in the field of financial services who act as investment advisors, managing a client's portfolio for a fee or earning commissions on the trade. But few of them ever consider doing anything beyond investments. At Cadagin-Prosser Financial Group, Inc., we believe that we can offer superior investment guidance while providing something more: comprehensive wealth management.
Our approach to planning is carefully designed for our clients. Our planning services are as unique and diverse as the clients we serve. We partner with our clients to help make their goals a reality: preserving their wealth, preparing for tomorrow, and putting it all together.
- Experienced financial planners dedicated to your goals
- User-friendly and advanced technology to help you monitor investments
- Advisors with deep local roots who are here to stay
- Independent advisors with objective financial advice and guidance
Independent and objective
The Cadagin-Prosser Financial Group, Inc. independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of investment choices and product strategies. With our fully transparent fee structure, you can rest easy in the knowledge that the advice we offer is objective, and aligned with your best interests.
All of this means that you can feel confident knowing that you have a partner whose primary focus is on helping ensure that your plan delivers the investment options, services, and overall value you expect.