We are the PRISM Group of North Florida, Inc. Welcome to our website. What's in a name? The PRISM Group name is derived from the optical prism that directs light from one source into many spectral colors. By developing, implementing and monitoring financial strategies focused on our client's success, we provide clarity in the spectrum of one's financial life. The importance of a trusted and professional financial relationship is paramount in today's changing environment. The PRISM Group serves the business and professional athlete community by providing comprehensive financial services and benefits. Small and private by design, we have experience and expertise in the areas of Risk Management, Investment Planning, Retirement Planning and Estate Planning. These services are provided with the highest level of integrity, excellence and world-class service. We recognize the need for strategic alliance partnerships and work with them in subject matters complimentary to the services we provide. Ultimately, our focus is our client's financial success. The PRISM Group's managing partner is Roberto (Bert) Costa, CFP®, MSFS, AEP, CAP. Alex Cooper, a financial professional with the PRISM Group, is currently a Certified Financial Planner TM candidate. To get to know us better, please see the biographies in the 'Our Professionals' section. The PRISM Group's registered assistant, Susan Youngblood, manages client service and all administrative concerns as well as meeting scheduling. Thank you for visiting our web site! Stay awhile and browse its many features. Fee-Based financial plans are offered through AXA Advisors, LLC. AXA Advisors and its representatives do not offer tax or legal advice. Please consult with your tax and/or legal advisors for your particular circumstance. CFP® , CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Financial Plans are offered through AXA Advisors Estate Planning is funded through the use of life insurance and other financial products.
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The PRISM GROUP of NORTH FLORIDA
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Calculators
Estimate the future value of your current savings.
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Contact Info
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
PRISM Group of North Florida, Inc. is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
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