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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.

Helpful Content

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.