Prota Financial is a Registered Investment Adviser  founded in 2016 that offers investment advice regarding securities, insurance, and other financial services to clients. 


We are committed to the precept that by placing the client’s interests first, we will add value to the asset management process and earn the client’s trust and respect.  We value long term relationships with our clients whom we regard as strategic partners in our business.  

We provide various asset management services, with an emphasis on portfolio management and financial planning.  Our focus is on helping you develop and execute plans that are designed to build and preserve your wealth.

Investment advisory services offered through Prota Financial, a registered investment adviser.

Insurance

Investment Management

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