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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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Second marriages are a trigger event to revisit any existing estate strategies.

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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.