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Our Services

At Prime Financial Services, we provide expert assistance in the following areas:


  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

College Planning

  • Personality and Career Assessment Testing
  • Career Planning Research
  • SAT and ACT Prep Programs
  • College Admission Strategy Plan
  • Calculation of EFC (Expected Family Contribution)
  • Assistance with College Search
  • Application Process Assistance
  • College Visit and Interview Preparation
  • Award Letter Review and Appeal Assistance
  • College Loan Review

Products and services provided by Prime Educational Services,
Prime Educational Services, Inc. is not affiliated with or endorsed by Questar Capital.

Tax Planning

  • Relocation Tax Issues
  • Individual Tax Preparation and Planning
  • Income, Gift and Estate Tax Returns
  • State Tax Return Preparation
  • Federal Tax Return Preparation
  • Business Tax Planning
  • Business Start Up, Counsel and Corporate Taxes

Products and services provided by Donna W. Forsyth, CPA
Tax services provided by Prime Certified Accounting, Inc. is not affiliated with Questar Capital.