Our team of professionals has been working to provide solid solutions for your personal planning and business strategy needs for over 25 years. There are certain basic information we will need from our clients. Without these procedures we can not help the client.
Prosperity & Associates
Prosperity is a Private Placement and Monetization company servicing existing clients. It does not solicit business or seek new clients. New clients must be referred by other clients.
This Website only purpose is to inform existing clients other the services we provide.
We will not give out its contact information on this site.
Requirements For New Projects and Clients
Client First
We well always need to begin with your CIS/KYC from the client. We do not give out our CIS first.
Bankers Cards
We will need the business cards of two bankers on your account. This is expected on all trancactions.
Communication
We are committed to developing strong lasting relationships through commitment, communication and honesty. Holding back information will hinder our progress.
DOA
If you don't have a deed of agreement, DOA, we will need a written list of your procedures before we can determine if we can help you.
Direct Contact with Client
Unless the client can not understand English we will insist on direct contact with the client All correspondence will be made directly to the client.
Ethics
When we know all the particulars of a transaction we are confident in working out a solution with the bank in the right way.
With over 20 years experience.
Roberto A Reyes President
Barbara Colemam Sr. Compliance Officer
Rone Dolph Compliance Officer
Susan Arcadia Intake Officer
