Brokerage services
Investment Specialists are NASD Registered Representatives and can offer a wide array of traditional brokerage services, products and support.
Asset Allocation
The process of dividing a portfolio among major asset categories, such as bonds, stocks, or cash. This strategy can help reduce your risk by diversifying your investments.
Retirement Plans
Individual and business retirement plan services are available, including rollover, Roth and Traditional IRA accounts.
College Savings Plans
Many investment options are available to meet your educational funding needs including 529 Plans, Coverdell Education Savings Accounts, UGMA /UTMA accounts, tax managed funds and Roth IRA’s.
Tax Advantaged Investing
Certain investments may be tax deferred, tax free or can help reduce your tax liability.
Securities and Insurance products are:
PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member SIPC
