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    Prosperitas Financial

    5.0 (13 reviews)
    Closed 8:00 am - 5:00 pm

    Services - Prosperitas Financial

    Debt management

    Estate planning

    Inheritance planning

    Prosperitas Financial Photos

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    2 months ago

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    4 years ago

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    4 years ago

    Jerry and Elizabeth are amazing! The best customer service! I feel very secure in my decision to go with this company.

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    4 years ago

    Katie and Chris provided outstanding service and I highly recommend them!! Their office is beautiful and I trust their financial guidance.

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    4 years ago

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    4 years ago

    It has been a pleasure being a client of Chris and Katie's. They are helpful, knowledgeable, and friendly!

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    Review Highlights - Prosperitas Financial

    Fred takes the time to call me and see how we're doing and you can tell he actually cares about his clients.

    Mentioned in 4 reviews

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    JSG Insurance Services

    JSG Insurance Services

    (36 reviews)

    I can't say enough about Judi Jordan. She will go above and beyond to help. If you live in Santa…read moreClarita or any other area that has been deemed high fire zone home insurance is near impossible to buy. Many providers left California and the ones that stayed have raised the price of coverage. We experienced this when our company decided to leave and left us not knowing where to go for answers. We looked around and like many wanted help. In out search for help we came across Judi Jordan, JSG Insurance . We spoke with her and let her know what we were going through. She right in and made us feel like there was hope. She started working with the few choices we had left. She made the process painless and stayed on top of all the requirements. She helped us through it all step by step. She is the type of person that wants to help, and I mean really help with no strings attached. When you work with her, that's what you come away with. She has a kind heart, and the motivation to want to help. You don't meet people like Judi anymore, not anymore. If you do get the privilege to work with her, please take it and you'll see what I have written here today is 100% true. Always grateful to you Judi.

    I called JSG Insurance out of the blue after my previous carrier non-renewed me and I suddenly…read moreneeded to find new coverage fast. From the very first call, Judy was warm and helpful, and she connected me with Doug, who patiently walked me through every option, answered every question I threw at him, and genuinely educated me along the way. The owner, Jon, clearly runs a team that cares about doing right by their clients. I ended up with coverage I actually understand and feel good about. Highly recommend this team.

    Prosperitas Financial - financialadvising - Updated August 2026

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