Our Services

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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 (discount or full service), 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 plans

 

  • College Planning - 529 education savings account, coverdale IRA

 

  • Insurance – Life, health, disability and long-term care (group or individual insurance)

 

  • Annuities – Fixed or variable