Phone: (732) 634-9541   |   Email: bob.danias@prosperafinancial.com   |   Account Access   linked-in.png

Prospera Financial Services / Danias Financial Mgmt., LLC

Our Services

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services:

  • Investment Management / Risk Management
  • Retirement Strategies mainly income distribution
  • Estate Planning & Conservation
  • Tax Management
  • Insurance & Annuity Products
  • College Saving Planning
  • Financial Planning & Protection Planning

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities and Advisory Services offered through Prospera Financial Services, Inc.,  5429 LBJ Freeway, Suite 400, Dallas, TX  75240  Member FINRA/SIPC 

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

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