Our Services
At Prime Financial Services, we provide assistance in the following areas:
Investments
- Bonds
- Check Writing
- Common Stock
- Debit Card
- Educational IRA
- Roth IRA
- SEP 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
Insurance
- 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, Inc.www.primeeducationalservices.com
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