Proa Wealth Management is a wealth management firm based in Westport, Connecticut founded in 1993. Proa Wealth Management provides investment management, financial planning, retirement planning, risk management, and other planning services for clients.
PROA Wealth Management - Reviews
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my parents used this company as their wealth management service and when I inherited money, I decided to give them a try. I was almost embarrassed at how unknowledgeable I was, but they walked me through every step of the process and were very customer focused
Additional comments:What did you like most and least about your experience with the Firm?
Everything can be done digitally and the advisors are always easy to reach
What recommendations would you make to the Bank and to other businesses considering engaging this Firm?
They are a great firm to work with if you were looking for a small company that understands its clients