Welcome to Prime Financial, Inc.
Smart Advice and Real Conversations
Who We Are
Prime Financial, Inc. is a well-established, service-driven financial firm based in Maine, providing solutions for more than 30 years to individuals, families, and business owners across the country. Whether you’re planning for retirement, managing investments, or organizing your financial life, we offer a high-touch experience rooted in responsiveness, transparency, and trust. When you reach out, you connect directly with our team. No call centers. No layers of complexity. Just thoughtful guidance, clear communication, and a relationship that grows with you. Together, we’ll protect your future with confidence.
Meet the Team
Our team brings decades of combined experience and a deep respect for the people we serve. We believe that good planning is personal. It’s about simplifying the complex, making space for clarity, and building relationships that last through every season of life.
Crystal Stone
Senior Client Relationship Manager & Wealth Administration Supervisor
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Crystal joined Prime Financial in 2018 with over a decade of financial industry experience. She holds multiple licenses and is known for her attention to detail and dedication to client service. Outside the office, she enjoys outdoor adventures and family time with her husband and kids.
Christine Cleary
Chief Operating Officer & Director of Business Development
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With 16+ years in banking and benefits, Christine helps business owners and individuals navigate group benefits and Medicare with clarity and care. She’s a strong advocate for local businesses and enjoys exploring Maine with her husband, son, and their dog, Waffles.
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With 16+ years in banking and benefits, Christine helps business owners and individuals navigate group benefits and Medicare with clarity and care. She’s a strong advocate for local businesses and enjoys exploring Maine with her husband, son, and their dog, Waffles.
Molly Darling
Client Experience Coordinator
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Molly ensures every client feels welcome and cared for from the first interaction. With a background in administration and customer service, she brings efficiency, warmth, and attention to detail. She lives in Madison with her family and loves DIY projects, antiques, and interior design.
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Molly ensures every client feels welcome and cared for from the first interaction. With a background in administration and customer service, she brings efficiency, warmth, and attention to detail. She lives in Madison with her family and loves DIY projects, antiques, and interior design.
Denisha Campbellton
Client Solutions Coordinator
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Denisha helps clients find quick, thoughtful solutions with empathy and expertise. She’s expanding her financial knowledge with plans to earn her Life & Health license. Outside of work, she enjoys painting, card-making, and time outdoors with her family in Waterville.
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Denisha helps clients find quick, thoughtful solutions with empathy and expertise. She’s expanding her financial knowledge with plans to earn her Life & Health license. Outside of work, she enjoys painting, card-making, and time outdoors with her family in Waterville.
Beth Nelson
Senior Client Relationship Manager
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Beth brings nearly 30 years of financial experience, including a strong background in banking and investment services. Licensed across several areas, she focuses on clear, client-centered support. A Waterville native, she enjoys spending time with family and life in Maine.
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Beth brings nearly 30 years of financial experience, including a strong background in banking and investment services. Licensed across several areas, she focuses on clear, client-centered support. A Waterville native, she enjoys spending time with family and life in Maine.
Tristan Emery
Client Services Associate
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Tristan joined Prime Financial in 2025, bringing accounting and tax expertise to the team. He’s working toward becoming a licensed advisor, with a focus on helping younger clients plan for the future. Outside of work, he enjoys skiing, golfing, and fishing in Maine.
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Tristan joined Prime Financial in 2025, bringing accounting and tax expertise to the team. He’s working toward becoming a licensed advisor, with a focus on helping younger clients plan for the future. Outside of work, he enjoys skiing, golfing, and fishing in Maine.
Check the background of investment professionals on FINRA’s BrokerCheck.
What We Offer
We provide comprehensive financial services for individuals, families, and businesses. Our services are designed to make financial planning feel clear, accessible, and aligned with your life.
Investment Services
- Stocks, Bonds, Mutual Funds
- CDs, Money Market Accounts
- Education IRAs
Insurance Solutions
- Life, Health, Disability & Long-Term Care
- Group or Individual Coverage
Retirement Planning
- Traditional & Roth IRAs
- 401(k), 403(b), & SIMPLE Plans
- Rollovers, SEP & Profit Sharing Plans
- Pensions & Age-Weighted Plans
College Planning
- 529 Education Savings Plans
- Coverdell IRAs
Annuities
- Fixed & Variable Options
Investment Services
- Stocks, Bonds, Mutual Funds
- CDs, Money Market Accounts
- Education IRAs
Insurance Solutions
- Life, Health, Disability & Long-Term Care
- Group or Individual Coverage
Retirement Planning
- Traditional & Roth IRAs
- 401(k), 403(b), & SIMPLE Plans
- Rollovers, SEP & Profit Sharing Plans
- Pensions & Age-Weighted Plans
College Planning
- 529 Education Savings Plans
- Coverdell IRAs
Annuities
- Fixed & Variable Options
Our Community
Celebrating connections, milestones, and moments that matter.
We believe that strong communities and genuine connections form the foundation of financial well-being—and we’re committed to playing an active role. Throughout the year, we host educational seminars, client appreciation events, and community gatherings that bring our clients together.
Connect with us!
Follow us on social media to join our community, stay updated on market perspectives, and engage with content designed to empower your financial journey.
Client Resources
We provide secure, convenient access to the tools you rely on to stay connected, informed, and in control of your financial life. Below are direct links to our most commonly used client platforms:
Wealthscape Investor
Easily manage your investments here. You can view account details, portfolio holdings, transactions, and documents.
Cirstatements
Here you’ll find your investments, asset allocation, performance, activity, and more at both the account and household levels.
Clic Client
Get a complete view of your financial life here. Track goals, monitor spending, create budgets, view investments, link outside accounts, and securely store important documents.
Need help logging in? Contact us at 207-877-9450 for support or password reset assistance.
Let's Talk
Whether you’re planning ahead or feeling unsure where to begin, we’re here to help. Reach out today to schedule a no-pressure,
no-obligation consultation.
- Office: 753 W River Rd, Waterville, ME 04901
- Phone: 207-877-9450
- Fax: 207-877-8876
- Email Mike
- Email Chris