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
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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.

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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

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