OUR SERVICES
Retirement & Managing Wealth
Planning ahead can be the key to an enjoyable future. As you reach retirement, learn how to roll-over your 401(k) or other retirement plan in a way that may help minimize taxes. Once in retirement, learn how you may maintain the lifestyle you planned for yourself.

College Planning
Let us help you plan for future college costs and get to the bottom line on how much money you’ll need to save each month to meet your goal. We’ll provide you with a detailed analysis of potential future college expenses for your children including specific cost estimates using hypothetical illustrations for over 1,700 U.S. colleges.

Financial Planning
True financial planning is a comprehensive, ongoing approach to managing all areas of your financial life. We take into consideration your income, expenses, investments and debt; your short-term and long term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and finally, leaving a legacy.

Advisory Services
We offer highly personalized strategies to a diversified clientele including individuals, families, foundations and businesses. Our guiding principle has always been responsive and impeccable service built on trust. We excel at identifying and implementing the best strategies to help you work toward your personal and business objectives. We work with you to provide comprehensive, personalized wealth-management strategies. After evaluating your goals and risk tolerance, we can create an investment plan that is in harmony with your financial objectives. We believe that a long-term investment strategy offers the strongest potential for realizing your desired rate of return.

Online Brokerage is available through www.eprimevest.com. Go to that link for a test drive.

The information on this website is for US residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Investment Executives are registered to conduct securities business and licensed to conduct securities business in limited states. Response to, or contact with, residents from other states will only be made upon compliance with applicable licensing and registration requirements.

PrimeVest Financial Services, Inc. is an independent, registered broker/dealer, Member FINRA/SIPC located at Community Resource Bank.

Products Offered By PrimeVest:

• Not FDIC insured
• Not a deposit
• No bank guarantee
• May lose value
• Not insured by any federal agency

Primevest Privacy Policy

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.