PrimeWay Investment Resources

Goal-Oriented Guidance
Goal-Oriented Guidance

Want to build your wealth? Pay for your kids’ education? Retire early? Fund a charity? Our expert advisers will guide you through your options and help you make informed decisions about your investments.

Ongoing Support
Ongoing Support

Investing isn’t a one-time thing. It’s an ongoing process. At PrimeWay Investment Resources, we’re here to provide the support and guidance you need, today and every day.

Financial Security
Financial Security

Investing isn’t just about saving. If you do it right, you’ll ensure financial security for yourself and your family – and we can help you get there.

Investment Strategies Tailored to Your Needs
Investment Strategies Tailored to Your Needs

Whatever your financial plans and dreams are, we can help you plot out the best strategies to make your dreams a reality.

Investment management designed for you
Schedule a Consultation
PrimeWay Investment Management Features
Investment management designed for you
Schedule a Consultation

PrimeWay Investment Resources Products

Investing FAQs

How do I know which investment strategies will help me reach my goals?

There are no guarantees, but our team of expert financial advisors can help you map out an investment strategy that takes your goals and risk tolerance into consideration.

How often should I review my asset allocation?

We recommend regular reviews of your asset allocation to avoid having too large a percentage of your holdings in one investment. Every 6 months is a good rule of thumb.

Can I borrow money from my investment accounts if I need to?

You may be able to borrow money depending on which accounts you have. Make sure you understand the tax ramifications of borrowing before you withdraw money.

Related Resources

Can the Sandwich Generation Retire With Sanity (and Savings) Intact?

You might not be able to approach retirement in the same way as your parents, or even your peers, but your...

Read More
3 Reasons Why Using Cash is Better than Credit

The next time you go for the credit card, consider the following benefits of using cash instead of your card.

Read More
3 Tips: Keeping Your Friendly Pets From Breaking The Bank

Let’s take a look at three steps you can take to keep your furry friends safe and your savings account intact.

Read More
Without an Emergency Savings Fund in the California Fires, We Were Toast

Fires were not something I was equipped to deal with. I knew the stop drop & roll routine but what do I do...

Read More
Whose Fault is Debit Card Fraud?

Every payment system has potential for fraud. A clerk can use phony bills, a check can be cashed multiple...

Read More
Ways to Avoid the Fake Tax Form Scam

In this scheme, the scammer sends an email claiming to be a hired company or someone from the IRS requiring...

Read More
5 Tips to Protect Against Elder Fraud and Financial Exploitation

Unfortunately, elder fraud happens too often. Below are five tips to help keep you and your loved ones safe.

Read More
3 Ways to Partner with Us to Build Your Credit Now

You are our prime interest, and we are not just saying that to say it. We care about your financial health.

Read More
Life After College and the Challenging Journey to Adulting

I’m learning life after college isn’t as simple as starting a job, much less a career.

Read More
3 Quick Road Trip Tips You Need to Know

Let this the year that you finally take the leap & make it happen. And when you do, consider the following...

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!