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 and ambition is to help people take stronger and more aggressive control of their finances by sharing with them new ideas and ways to save and accumulate assets.
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
- Insurance – Life, health, disability and long-term care (group or individual insurance)
- Annuities – Fixed or variable
