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Primevest
PRIMEVEST is an experienced brokerage firm, providing services and products
to the customers of over 600 financial institutions. Customers like you can have convenient access to
a wide range of investments such as:
- Mutual Funds
- Stocks and Bonds
- Collateralized Mortgage Obligations (CMO’s)
- Money Market Funds
- Unit Investment Trusts
- Tax-Favored Investments
- Tax-Deferred Fixed and Variable Annuities
- U.S. Government Securities
- Brokered Certificates of Deposit
Securities and annuities available through PRIMEVEST are:
* NOT insured by the FDIC
* NOT deposits, or other obligations, or guarantees of any depository institution
* Subject to market risk, including the possible loss of the principal amount invested.
PRIMEVEST can offer your business a variety of services to enhance profitability. These services include sweep
accounts that will maximize returns on your excess daily cash, high yielding money market accounts
and a wide variety of investments for long-term growth.
PRIMEVEST can also help your business attract and retain valuable employees by establishing an
employee retirement plan. Available options include 401 (k), 403 (b), Simple IRA’s and SEP
IRA’s. Within each of these plans, a variety of mutual funds can be chosen to offer employees an
investment vehicle that best fits their goals and objectives. We will work with you to determine
which employer sponsored plan is best suited to your situation.
View PRIMEVEST privacy policy and other important information.
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