In a FREE, no-obligation consultation, you can review your financial goals and develop a plan to help meet them. You’ll get all the information you need, including straight forward, honest answers from an Investment Specialist.
Mutual Funds
Mutual Funds provide a simpler, more convenient method of investing a portfolio of securities, overseen by a professional portfolio manager, than trading them individually.
Annuities
Investment vehicles that may allow funds to accumulate faster than investments subject to current taxation because of their favorable tax deferral benefits.
Stocks and Bonds
Products that enable customers to obtain partial company ownership through stock certificates and government issued bonds.
Government Securities
Various products including Treasury Bills, Treasury Notes, Treasury Bonds, and Ginnie Maes, all of which are backed by the full faith and credit of the U.S. government.
Municipal Bonds
An alternative for investors in a high tax bracket seeking tax exempt income. Note: Municipal bonds may be subject to state and local taxes and/or the Alternative Minimum Tax (AMT). Municipal bonds are subject to availability and changes in price, involve risk to principal and, if sold prior to maturity, a municipal bond’s value may be more or less than your original cost.
Securities and Insurance Products are:
PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member SIPC.
Mutual Funds and variable annuities are sold by prospectus which may be obtained from an investment specialist. Please read carefully before investing or sending money.
