Let us help you map a path to a secure financial future.
Annuities can be powerful investment tools. They are contracts between you, the investor, and an
insurance company, and are one of the few remaining investment vehicles left that combine tax-deferral
and opportunities for growth. (more info)
PRIMEVEST® Financial Services Inc., located at First National Bank, offers the products, services,
and trading capabilities you need to execute your investment decisions quickly and efficiently.
Whether you prefer to make your own investment decisions or need our advice, we are here to help
you. (more info)
Enjoy the convenience of Internet access through e*PRIMEVEST® . This allows you to trade-on-line for
a flat transaction fee without needing to go through a broker. You also have inquiry capabilities to
view your account. If you do not have a PRIMEVEST® password, contact your PRIMEVEST® Investment
Representative at (704) 484-6233.
With the cost of higher education escalating each year, it becomes more and more important for families
to begin planning early to fund the cost of their children's education. We can assist you with projecting
the future cost of education and in setting up a savings/investment program to meet that expense.
Whether you want a fully managed account or you want to make your own investment decisions, we have
an IRA plan to meet your needs. If you are planning to retire or change employment, we can assist you
in maximizing your retirement benefits.
Whether you're a small or large investor, prefer conservative or aggressive investments, mutual funds
work to give you an opportunity for capital appreciation or competitive yields.
Mutual funds (companies that pool the assets of many shareholders) provide diversification -
with the added benefit of professional management. (more info)
Our Investment Representatives can assist in determining the right type of retirement plan for your business.
Contact us at (704) 484-6233 for an appointment. (more info)
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer. Member SPIC. Mutual Funds and variable annuities are sold by prospectus. The Prospectus contains additional investor information such as investment objectives, risks, charges and expenses. A prospectus is available from an Investment Representative. Please read carefully before investing or sending money.
Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in l 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 web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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Not bank guaranteed
May lose value
Not a deposit
Not insured by any federal government agency
Not FDIC insured
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