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
Investments
- Mutual Funds
- Common Stock
- Fixed Income
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Government Securities
- Annuities
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance