Prudent Financial Solutions, Inc.

Prudent Financial Solutions, Inc.

Financial Services

New York , New York 564 followers

About us

Prudent Financial Solutions is a premier provider of customized financial products to help consumers acquire financial stability. With over 15 years of experience, our guidance and services have helped thousands of clients by providing innovative yet simple solutions to address what are often complex situations. Serving your best interests is at the heart of everything we do. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. We listen and then develop custom solutions tailored to each individual, family, and institution we serve.

Industry
Financial Services
Company size
11-50 employees
Headquarters
New York , New York
Type
Privately Held

Locations

Employees at Prudent Financial Solutions, Inc.

Updates

  • 🎉 Congratulations, Josh 🎉 We're also excited to announce that Josh Bober has been promoted from Financial Consultant to Senior Financial Consultant! In just a year with us, Josh has demonstrated outstanding hard work and an incredible work ethic. We're so glad to have him on our team and can't wait to see what's next! 🔱 Here's to celebrating his promotion and one amazing year with the team! 🔱 #promotion

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  • 🎉 Congratulations, Kevin!! 🎉 We are so excited to announce that Kevin Barnes has been promoted from Senior Financial Consutant to Associate Manager! Kevin, a proud New Jersey native and a graduate of Providence College, has exemplified what it means to be a dedicated team player! His hard work, commitment, and great attitude have made a remarkable impact on our team and our clients. We can't wait to see you thrive in your new role - cheers to your continued success! 🔱 #promotion

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  • Join us in celebrating Julia's One-Year Work Anniversary! ❤️ Today marks Julia's one-year milestone as our outstanding HR Generalist! Julia has made significant contributions by sourcing and hiring talented individuals who have greatly enriched our team. Julia's passion for her work is evident in fostering a welcoming workplace culture and ensuring new hires feel supported from day one. Her expertise has been instrumental in helping us achieve our goals, and we're grateful for her dedication. Julia, congratulations on this special day! Here's to a year of achievements and growth together. 🌟

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  • Congrats to Theo on his One Year Work Anniversary! 👏 Theo joined our team last July and we couldn't be happier with him! Throughout the past year, he has consistently impressed us with his incredible work ethic and drive for perfection in his role. Here's to celebrating this milestone and looking forward to even more achievements in the years to come! Cheers to Theo and many more successes ahead! 🌟

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  • Celebrating One Year of Excellence! 🔱 ❤️ Congratulations to Will, Maddy, and Kevin on their one-year anniversary! Their hard work, dedication, and relentless commitment to success has allowed them to quickly progress from the role of Financial Consultant to a Senior Financial Consultant. Will, we are so glad you choose Prudent and made the move from North Carolina all the way to New York City! Your drive and tenacity have truly contributed greatly. Thank you for always showing up and putting in the extra hours. Kevin, thank you for the constant laughs throughout the floor! Your commitment to continuous learning and dedication to your clients does not go unnoticed. We love our Providence grads!!! Maddy, you make our culture and group here so incredibly lively and energetic. Also, a huge thank you for always lending a helping hand to any new hire or anyone who has questions! Thank you three for a fabulous year and keep up the hard work! Looking forward to many future work anniversaries ahead. ❤️ ❤️ ❤️

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  • Join us in congratulating Riley Price on his well-deserved promotion from Associate Manager to Manager of Sales Production here at Prudent Financial Solutions! 🔱 🔱 🔱 Two years ago, Riley took a leap of faith and joined our team, leaving his home of Ohio behind. Since then, his journey with us has been nothing short of inspiring. Riley's dedication, hard work, and relentless pursuit of excellence have led to remarkable growth, both personally and professionally. We're incredibly proud to have him as part of our team and can't wait to see where his leadership takes us next! ❤️

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