Prospect Financial Services

Prospect Financial Services, LLC is a client-centered comprehensive financial services firm dedicated to helping you improve your long-term financial independence. Our customized programs are designed to pursue your financial goals, utilizing state-of-the-art products, and delivering an unprecedented level of personalized service while prioritizing your needs.

We believe that financial planning is an ongoing process, involving various steps. Our team, led by Sean Rooney, can assist you with your financial plan. We understand that your goals may change over time due to factors such as changes in health status, career, family changes, and many other life events. Therefore, we ensure that your financial plan is modified to suit your changing goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (631)424-5218. We look forward to hearing from you.

It's Time to Think Differently about Your Money

At Prospect Financial Services, LLC, we stay focused on market trends so that you don't have to. We understand that keeping up with the financial market can be overwhelming, and that's why we are committed to creating strategies tailored to your goals.

Independence

As a client-centered firm, we are committed to providing unbiased advice. We put your needs first, ensuring that our recommendations are in your best interest. Our independence allows us to provide you with conflict-free advice, helping you make informed decisions about your financial future.

Trust

We enjoy building trusted relationships that span generations. Our clients' trust is the foundation of our success, and we work hard to maintain and strengthen this trust. We take the time to understand your financial goals, concerns, and dreams, providing personalized service that focuses on your needs, wants, and long-term goals.

Client-Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs. We understand that everyone's financial situation is unique, and we strive to provide you with the best possible solutions to help you achieve your financial goals.

If you are facing retirement or looking to better understand certain investment ideas, we can help you address your most-pressing financial questions. Our team is committed to providing you with the information you need to make informed decisions about your financial future.

At Prospect Financial Services, LLC, we are committed to providing you with the best possible service. If you are still unsure about our services or how we can help you, please don't hesitate to contact us. We are here to help you achieve your financial goals, and we look forward to working with you.