Unbiased, independent advice


San Ramon Fiduciaries

On April 6, 2016, Department of Labor (DOL) said brokers can no longer earn commissions when giving advice on IRAs, 401(k) and other investments qualified for favorable income-tax treatment. While the new rule will force revolutionary change on Wall Street, Prosperity Financial Group has been providing objective investment advice as a fiduciary in San Ramon for many years. As with our personal financial planning, our commitment to your company’s financial success is what you would expect from a trusted business partner and advisor. Many of our corporate clients consider us an integral part of their business team.


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Market DataBank: 4Q 2019

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