A personal investment consultant can help you invest responsibly in today's market conditions by learning your risk tolerances, goals and needs. As conditions in your life change we will weigh your options and recommend to make adjustments or additions to help you achieve your long term financial goal. Get started today by calling one of the personal investment consultants listed below. 

Personal Investment Consulting 

 

Why use a Personal Investment Consultant? 

Many people find the task of selecting an investment portfolio too daunting to undertake on their own. They realize they don't have the experience, time, training or patience to make informed investment decisions alone. That's where the value of a personal investment consultant can be very beneficial. 

 

A personal investment consultant: 

 

Here are some of the investment services provided from a personal investment consultant: 

 

Discount Brokerage Services 

 

Enjoy Total Investing Convenience. Low Rates. Great Value. 

 

Now you can access your brokerage account, get real-time quotes, retrieve balance information, place trades and check on the status of your orders at your convenience, 24 hours a day via the Internet. 

 

The Online Brokerage home page will have a menu of other locations in the site plus the Account Log-in button, which gives you access to your secure trading and account information. You will need your PIN in order to get into this part of the trading site, so please check with your investment representative. 

 

 

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST:  

* Not FDIC insured  

* May go down in value  

* Not financial institution guaranteed  

* Not a deposit  

* Not insured by any federal government agency. 

 

View PRIMEVEST privacy policy and other important information. 

 

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States