Business Details
25 Years
experience
Trusted Financial Advisers in Prosper, TX
Since 2001, CPR Financial & Insurance Services has dedicated itself to providing personalized financial and insurance solutions tailored to the unique needs of individuals and businesses. Our team of experienced advisors rejects a one-size-fits-all approach, prioritizing direct collaboration with clients to address their specific challenges and goals. With expertise in financial planning, retirement strategies, and insurance products, we guide clients through complex decisions while emphasizing compliance, cost-effectiveness, and long-term security.Our advisors act as fiduciaries, maintaining spotless records of ethical service and leveraging decades of combined experience to navigate volatile markets and regulatory changes. Headquartered in Prosper, Texas, we serve clients across multiple states, integrating innovative strategies with prudent advice to build sustainable financial futures.
Services
Financial Consulting
Insurance Solutions
Employer-Sponsored Plans
Medicare Planning
Life Insurance
Retirement Planning
Risk Management
Tax Preparation
Payroll Services
Asset Protection
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in personalized financial consulting.
- Our team works with you personally to create individualized solutions.
- We collaborate with top-rated life and health insurance carriers.
- We act as fiduciaries, prioritizing your best interests.
- Our advisors maintain a spotless record of ethical service.
Services
Financial Consulting
Our financial consulting services provide tailored strategies to meet individual and business needs. We analyze your current financial situation and develop plans for growth and security. With over 20 years of experience, we ensure expert guidance through complex financial landscapes.
Insurance Solutions
We offer comprehensive insurance solutions, including health, life, and Medicare plans tailored to client needs. Our team partners with top-rated carriers to secure optimal coverage. We specialize in aligning insurance with long-term financial goals for individuals and employers.
Retirement Planning
Our retirement planning focuses on constructing employer-sponsored plans and individual strategies. We navigate ERISA regulations and fiduciary responsibilities to ensure compliance. With expertise in small-to-mid-sized businesses, we design sustainable retirement solutions.
Employer-Sponsored Plans
We help businesses design and manage employer-sponsored benefits packages while handling HR and compliance requirements. Our solutions reduce administrative burdens and ensure regulatory adherence. We specialize in plans that attract and retain talent.
Medicare Planning
We assist clients transitioning to Medicare with Supplement, Advantage, and Part D plans. Our advisors evaluate local carrier options to build customized coverage. We emphasize cost savings and improved benefits for retirees.
People
Charles Rosen
President and CEO
Charles Rosen has over 20 years in financial consulting, specializing in employee benefits and healthcare reform. He serves on NABIP councils and focuses on cost-effective solutions for businesses and individuals.
Vincent Lombardo
Investment Advisor Representative
Vincent Lombardo has 25+ years in financial services, specializing in retirement planning for small-to-mid-sized businesses. He holds Series 65 and insurance licenses, acting as a fiduciary in Texas and other states.
Manuel Menendez
Investment Advisor Representative
Manuel Menendez has 27 years of financial services experience, focusing on client-first financial planning. He specializes in retirement strategies for families and businesses while maintaining a fiduciary standard.
Amy Hall
Investment Advisor Representative
Amy Hall combines 18 years of accounting/tax expertise with financial advisory services. She manages payroll and tax preparation for diverse clients, ensuring alignment with broader financial goals.
Paul Ramirez Sr.
Independent Agent
Paul Ramirez has nearly a decade in insurance, specializing in commercial/personal coverage and asset protection. He leverages independent carrier options to create risk management solutions for Texas and California clients.
Questions
What financial services do you offer?
We provide retirement planning, investment advisory services, employer-sponsored plans, and individual financial strategies tailored to your long-term goals.
Do you work with both individuals and businesses?
Yes, we serve individuals seeking personal financial solutions and businesses needing retirement plans, HR compliance, and employee benefits management.
Are you fiduciaries?
Our investment advisors act as fiduciaries, legally obligated to prioritize client interests in all financial recommendations and planning.
What insurance products do you offer?
We offer health, life, Medicare, dental/vision, and supplemental insurance plans, partnering with top-rated carriers to meet diverse client needs.
Where are you licensed to operate?
We serve clients in Texas, Florida, and multiple other states, with licenses covering insurance, securities, and financial planning services.
Reviews (1)
Keith Andrews
May 21, 2021
Report
I've worked with CPR for years and I couldn't ask for a better financial advice. It feels like my family is taken care of and I'm much less stressed about retirement than I used to be. Thank you for caring CPR.
