There’s More Than One Way to Plan for the Future

Registered Investment Professionals
Registered Investment Professionals

Our experienced investment counselors are here to help you plan your future.

No-Obligation Consultation
No-Obligation Consultation

Meet one-on-one to get the professional advice and guidance you need.

Investment Tools
Investment Tools

We’ve got the tools you need to make smart investments and put your money to work for you.

Flexible Investment Options
Flexible Investment Options

Choose the accounts and investments you want.

Schedule a No-Obligation Consultation

There’s More Than One Way to Plan for the Future

We offer a wide range of investment services to PrimeWay members and their families – including comprehensive financial planning, long-term care, life insurance and disability income insurance services.

Our registered investment professionals are committed to providing you unsurpassed service and financial advice. Contact us today for your complimentary, no-obligation consultation to find out how we can assist you with your investment needs.

Schedule a No-Obligation Consultation

PrimeWay Investment Resources

Become a PrimeWay Member

When you join the PrimeWay family, you’ll move one step closer to your dreams.

PrimeWay members make up a thriving community of people working together to turn dreams into realities.

Become a Member
Become a Member
Low Rates

Low Rates

Competitive interest rates available to all members.

See Rates
Resources

Resources

Financial tools to help you achieve your goals.

Learn More
Giving Back

Giving Back

$1.9 million dollars in dividends paid to members in 2019.

See Rates

Related Resources

Checkmate: Moving Back in with My Parents After Being Humbled in Cali

I felt a little embarrassed to be honest. I didn’t tell a soul that we were coming back. Not my friends and...

Read More
How Millennials Can Start Micro-Investing with an Online Checking Account

Micro-investing works in two major ways. The first is "rounding" off a purchase. The second way to...

Read More
5 Tips to Start Saving for the Holidays

It's never too late to start saving. If you start now and get ahead of the game by following the steps...

Read More
How to Become the Best Investor Ever

You shouldn’t invest a penny before you build a substantial savings account.

Read More
Rising Interest Rates: What Do They Mean For You?

You've probably seen the financial headlines announcing that the Federal Reserve is raising interest rates.

Read More
Financial Choices in a Tough Economy

If you find yourself in a tough financial situation, there are a few things you can do to help you and your...

Read More
College Cost Planning: How 529 Plans Help You Save Now & Pay Less Later

The current student loan debt crisis shows us why it’s important to save for college. Regardless of what’s...

Read More
Make Millionaire Money Moves With These Tips

What does it take in order to become wealthy and financially free? Here are more millionaire money moves you...

Read More
Mobile Check Deposit: Is it Safe?

The future is happening now! Online banking and mobile banking have advanced technology so much in recent...

Read More
Skip the Gym, Save Money & Lose Weight

Did you know that 37 percent of Americans made “losing weight” their New Year’s resolution?

Read More

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor and separate entity from LPL Financial. PrimeWay Federal Credit Union and PrimeWay Investment Resources are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PrimeWay Investment Resources and may also be employees of PrimeWay Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PrimeWay Federal Credit Union or PrimeWay Investment Resources. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

Welcome Back!