The Prosperity Consulting Group's Partners Awarded Five Star Wealth Manager Award

Donald N. Hoffman, Donna Gestl and Lauren Rebbel have been named 2016 Five Star Wealth Managers and were featured in the Baltimore Magazine.
By: The Prosperity Consulting Group, LLC
 
 
The Prosperity Consulting Group, LLC
The Prosperity Consulting Group, LLC
 
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Tags:
* Wealth Management
* Financial Planning
* Retirement

Industry:
* Financial

Location:
* Baltimore - Maryland - US

Subject:
* Awards

BALTIMORE - Feb. 23, 2016 - PRLog -- The Prosperity Consulting Group, LLC, a Registered Investment Advisory firm serving the Mid-Atlantic Region, is pleased to announce that Donald N. Hoffman, Lauren Rebbel and Donna Gestl have been named Five Star Wealth Managers and were featured in the Baltimore Magazine this month. Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Donald N. Hoffman, MS, CPA, is the President of The Prosperity Consulting Group, LLC. His background as a financial advisor, accountant and business consultant enables his clients to benefit from his experience in the investment, tax, business and retirement planning fields. Drawing on over 35 years of practice, Don’s passion lies in strategically planning for clients’ retirement, diversifying their stock portfolios, guiding them through complex business matters and optimizing long-term success with investment guidance.

Donna Gestl, CFP®, AIF®, is Senior Vice President and a Partner at The Prosperity Consulting Group, LLC. With over 20 years of experience, Donna educates and empowers clients to make the best financial decisions by providing independent advice and financial options. Donna’s belief that clients’ interests always come first has led her to pursue an Accredited Investment Fiduciary certification, providing her with specialized knowledge and application of fiduciary standards.

Lauren Rebbel, CFP®, CDFA®, is a Partner at The Prosperity Consulting Group, LLC. She specializes in working with successful and affluent women, including those who are going through a life-changing transition. Lauren takes the time to listen and understand her clients’ financial objectives and concerns, before delivering advice and offering solutions in concert with clients’ attorneys, tax advisors, bankers, mediators and other trusted advisors.

Donald N. Hoffman, MS, CPA, President of The Prosperity Consulting Group, LLC, says “I feel very fortunate to work every day with some of the most talented Advisors in the industry. It is great to see their hard work is recognized and rewarded. Lauren’s and Donna’s dedication to their clients make them an invaluable asset to our firm.”

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 https://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.

Contact
Maggie Spivak
***@prosperityconsult.com
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Tags:Wealth Management, Financial Planning, Retirement
Industry:Financial
Location:Baltimore - Maryland - United States
Subject:Awards
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Page Updated Last on: Feb 23, 2016
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