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Gain from an independent perspective. 

Prime Financial Services is an independently owned financial consulting firm with over 25 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. At Prime Financial Services, we welcome the opportunity to help you. We value wisdom, perseverance, and conservative money management. We know that success is really measured in intangibles; net worth matters, but enjoying life matters more. 

Whether you are just starting to save for your future, or are a seasoned investor, Prime Financial Services has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that is just one benefit of an independent perspective.

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.