Prime Financial Strategies is based in Colorado Springs and helps individuals and their families organize goals to create a path toward financial success
PFS is an independent full-spectrum financial, retirement, and estate planning firm. As a multi-generational family business, we have the perspective to be "Your Family Financial Firm".
Our goal is to be the last financial professional you ever hire; to be trustworthy enough for you to refer your parents and children.
Whether you are a young beginner, working accumulator, pensioner and retirement income taker, or legacy granter, PFS has the knowledge and experience to help you create a plan and stay on track.
As an independent firm, our goal is not to push product, but rather to provide the knowledge and understanding necessary for you to choose what is right for your future. We strive to find clients that are engaged and enthusiastic; those that want to take an active role in the most important aspect of their future: personal financial security.
Financial Planning and Consulting Services offered through Prime Financial Strategies, Inc. (PFS), a Registered Investment Advisor. Securities and Investment advisory services offered through Cetera Advisors LLC, member FINRA / SIPC. PFS and Cetera Advisors are separate and unrelated companies.
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They are convenient and easy to work with. They carry the 529 plans that qualify for...
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There customer service department and risk prevention need a real talking too.. the l...
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Great service, friendly staff, greeted when you walk in. VERY knowledgeable.
Best fi...
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Highly recommended! Cat and her team are authentic in everything they do!to add Prime Financial Strategies Inc map to your website;
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