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: