Products & Services

 

We are uniquely qualified to help you in every aspect of financial and investment planning.

 

Investments

  • Annuities
  • Brokered Certificates of Deposit (CD)
  • Collateralized Mortgage Obligations (CMOs)
  • College Saving Plans
  • Corporate Bonds
  • Dividend Reinvestment
  • Exchange Traded Funds (ETFs)
  • Government Agency Bonds
  • Initial Public Offerings
  • Insurance
  • Long-Term Care Insurance
  • Money Market Funds
  • Municipal Bonds
  • Preferred Stock
  • Common Stock
  • Structured Notes
  • Treasury Bonds
  • Unit Investment Trusts (UITs)

Retirement

  • Rollover IRAs
  • Roth IRAs
  • Self Employed Retirement Plans
  • Traditional IRAs
  • Variable and Fixed Annuities

  

Advice and Planning

  • Asset Allocation
  • Fee-based Advisory Service
  • Money Guide Suite

Cash Management

  • PrimeSweep

Estate Planning

  • Estate Guidance
  • Life Insurance
  • Long-Term Care Insurance

Business Financial Services

  • 403(b) Retirement Accounts
  • Corporate 529 Plans
  • PrimeSweep Cash Management Account
  • Retirement and 401(k) Plans 

Tracking

  • Client Review
  • Monthly and Quarterly Statements
  • ePRIMEVEST
PrimeVest Financial Services, Inc., is an independent, registered broker-dealer and registered investment advisor. Member SIPC/FINRA. Securities and insurance products provided by PrimeVest. Not FDIC insured. May go down in value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency.

Advisory services may only be offered by investment Advisor Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PrimeVest, nor any of its representatives may give legal or tax advice.

The information in this website is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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