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Products & Services

Comprehensive investment experience and services.

At Prime Financial Services we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it is saving for your children's college education, financing a business, needing to refinance or purchase a home, planning for retirement, estate planning, or tax issues, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life. (CA insurance license No. OH14494)

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Tax Preparation
  • Profit Sharing Plans


  • Mutual Funds
  • Common Stock
  • Fixed Income
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Government Securities
  • Annuities


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance