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Home » What’s New » CFP » Legal disclosures

Legal disclosures

January 1, 2016  in CFP / Our business / ProsperiTea Planning  tagged ADV / financial advising / investing / legal disclosures / new prospects / our business by Wendy Marsden (updated 55 days ago)

These disclosures have been moved to their own page, which you can find here: https://www.prosperiteaplanning.com/legal-disclosures/


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The office is located in Wendy's home at the corner of Crescent, Grinnell and Highland in a large yellow Victorian with a privet hedge all around it.​ Go to the east end of Main Street, then fork onto Crescent. Go slow, we're only five houses in from Main Street. Take past Congress Street to the second sharp right: turn onto Grinnell and park across from the teapot sign. Come to the front door and enter without knocking if we're expecting you.​​​

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