Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
At Prime Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?*
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
"We have worked with Howard, Larry and Jason for 8 years. They were also able to connect us with other financial and real estate professionals outside of their field when the need arose. They are also very prompt in returning calls and emails and were willing to visit my home and workplace on occasion. Finally, the entire staff is very personable and take a genuine interest in my family. I highly recommend their group".
--Dr. J. DeLeon, Radiology, Waterbury, CT
The provided testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. This testimonial stems from the client’s experience as a securities and/or insurance product customer only, and is not reflective of the experience of an investment advisory client