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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

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.