The Prostatis Financial Group

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7580 Buckingham Blvd Ste 180
Hanover, MD 21076
What services does Prostatis Financial Advisors Group offer?Prostatis Financial Advisors Group offers retirement, tax, and estate planning services. They aim to grow, protect, and distribute their clients' wealth in the most tax-efficient manner both while they are alive and after they pass. They offer complete financial plans called Savvy Investor Retirement Summaries, which help their clients transition into retirement with peace of mind. The group also offers tax planning and preparation services, financial planning for life transitions such as education and retirement planning, insurance services such as life, health, and long-term care insurance, and estate planning to protect their clients' accumulated wealth. They believe in diversification and developing sensible, conservative long-term asset allocation strategies. Prostatis Financial Advisors Group also provides their clients with annual reviews and continual support for the rest of their life.

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5.01 reviews
Cory R.
3/28/2025

Mike and his team were quick, efficient, and accurate with my taxes. His team is the best in the business. 10/10 -Happy Client

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Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
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