Financial Services
Our mission is to assist individuals, families and businesses in accumulating, preserving and distributing their wealth.
Brokerage and Investments
We offer a wide variety of financial and investment services to help you or your company realize your long-term goals. We can help guide you through the sometimes bewildering array of investment products available in today's market. Talk with a PRIMEVEST Registered Representative about your specific needs.
Products & Services
- Investment Team
- Product Information Request
- Retirement Planning
- Qualified Plan Rollovers
- Fixed Annuities
- Variable Annuities
- Mutual Funds
- IRAs
- Asset Management Advisory Services
- Life Insurance
- College Planning
- On Line Brokerage Access (e*PRIMEVEST)
- Monthly Market Monitor Newsletter
PRIMEVEST Financial Services, Inc. is an independent registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided. * Neither PRIMEVEST nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401
View PRIMEVEST privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
