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Harold L. Mohn, Jr., CPA, Joins The Prosperity Consulting Group
By: The Prosperity Consulting Group, LLC
Harold provides clients with comprehensive financial solutions by partnering with The Prosperity Consulting Group while actively acting as the Managing Partner at Mohn Allen, Certified Public Accountants. Harold is passionate about helping individuals and families create proper wealth management plans by examining tax efficiency, estate, insurance and retirement planning. Harold also helps companies, in an array of industries, maneuver through complex business transitions such as succession planning.
“Harold is an excellent addition to our team. His goals align with ours and his expertise allows us to provide more in-depth, tax efficient services to our clients. We look forward to continue providing outstanding wealth management services surrounding our clients’ financial goals.” says Don N. Hoffman, MS, CPA, President of The Prosperity Consulting Group, LLC.
The Prosperity Consulting Group, LLC, is a leading Wealth Management Company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families and institutions. The firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business and Insurance. For more information, please visit our website at www.prosperityconsult.com.
Securities offered through Triad Advisors, Inc., Member FINRA/SIPC. Investment advisory services offered through The Prosperity Consulting Group, LLC. The Prosperity Consulting Group, LLC is not affiliated with Triad Advisors, Inc.