Prime Financial Inc.

CONNECT

Address:

753 W River Rd
Waterville, ME 04901-4421

Phone:

1-800-877-9450

Fax/Other:

207-877-8876

Our Services

?? 

 

 

Our Services

Prime Financial was created by a group of dedicated professionals. They make available comprehensive investment services for individuals and companies throughout Maine and New England.

Our vision is to help our clients take stronger control of their finances by combining our knowledge with their goals.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

Among the services offered are:

 

Investments – Stocks, Mutual Funds, CDs, Bonds, Money Market Accounts, Education IRAs 

 

Retirement – 401ks, Traditional and Roth IRAs, 403(b) or Tax-Sheltered Annuity Plans, SEPs, Roll-Overs (individual or from a corporate plan), SIMPLE Plans, Keoghs, Profit Sharing Plans, Age Weighted Plans, Pension Plan

 

College Planning - 529 Education Savings Account, Coverdale IRAs

 

Insurance – Life, Health, Disability and Long-Term Care (Group or Individual Insurance)

 

Annuities – Fixed or Variable