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Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Midyear Review with Sarah Soria

Midyear Review with Sarah Soria

Josh Soria | Jul 18, 2024

Office

900 E Main St
Suite 203
Grass Valley, CA 95945

Contact Info

Phone | 530-601-2060
Text | 530-558-2969
Email | josh@encompass-fp.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Encompass Financial Planning and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance services are offered through Encompass Financial and Insurance Services are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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