PrimeWay Investment Resources

Simplify the Investment Process
Simplify the Investment Process

Not sure where or how to start investing? PrimeWay Investment Resources’ financial consultants will review your finances and goals and help you get off on the right foot.

Get Common-Sense Guidance
Get Common-Sense Guidance

Choosing investments can be confusing and overwhelming. With help from our financial consultants, you’ll be able to assess your options and make the right choices for your future.

Set Financial Goals
Set Financial Goals

You need to know where you want to go before you can figure out how to get there. We’ll help you identify your most important financial goals and the best investment strategy to pursue them.

Achieve Your Dreams
Achieve Your Dreams

Whether you want to buy your dream home, pay for your kids’ college education, or retire early, investing now can help make your dreams a reality.

Start investing toward your goals
Schedule a Consultation
Start investing toward your goals
Start investing toward your goals
Schedule a Consultation

PrimeWay Investment Resources Products

Begin Your Investment Journey Today

Step 1
Step 1

Schedule your appointment online by clicking the "Get Started" button below.

Step 2
Step 2

Meet with one of our knowledgeable team members to discuss your unique investment goals.

Step 3
Step 3

Leave the appointment with a well-rounded portfolio solution for where you are in your life.

Get Started

Get Started

Beginner Investing FAQs

Is there a minimum amount I need to have saved to open an investment account?

Investing should always after you have an emergency savings account that would cover 6-months of expenses. Once you have saved 6-month emergency fund plus $5,000 you are ready to get started investing. The $5,000 will help you take a solid first step into building an investment plan for your future.

How much of my monthly income should I invest?

It’s a good idea to invest a minimum of 20% of your income. If you are trying to catch up, then you may want to invest more than that.

What is the best age to start investing?

It’s best to start investing as soon as you have a regular job and income. If you haven’t done that, then the best age to start investing is however old you are today.

Related Resources

It’s National Self Improvement Month

This month is a time to make yourself better, whether it is related to your physical or mental health, social...

Read More
When It's Worth the Money to Talk to an Accountant

Millions of individuals hire certified public accountants to help them with their tax situation. Here are...

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
What Are Overdraft Fees and How to Prevent Them

Preventing overdraft fees is possible when you know what overdraft fees are and the options to avoid them....

Read More
Making Sense of Debt Management: Snowflake, Snowball, and Avalanche

According to one study, 6 out of 10 Americans (60%) feel that money and debt management are significant forms...

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
How to Maximize Your Tax Refund

If you have a refund coming from the IRS and you don’t want to watch it fade away, we have some ideas that...

Read More
How to Become the Best Investor Ever

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

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
Credit Score Myths, DEBUNKED

There’s a great chance that you have fallen victim to believing one of these myths about what can hurt or...

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
How to Start Teaching Toddlers About Money

You want your children to understand money, its value, and how to use it properly. Here's how to teach...

Read More
5 Things I Wish Someone Told Me About My First Credit Card

Here are some points to consider when shopping around for your first credit card.

Read More
3 Quick Tips About Investing

Entire books could be (and have been) written on how to understand the way experts talk about the stock...

Read More
Don't Make These Four Common Tax Mistakes

Although the IRS says that anybody with basic understanding of high school math can do their taxes, things...

Read More
The Many Reasons Why Gen Z Should Be Investing in the Stock Market Now

There is no time like the present to start investing. Here are some reasons why Gen Z should be investing in...

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
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
5 Tips on How to Lower Your Grocery Bill This Summer

Get creative in finding ways to cut costs and maintain a similar budget compared to what you had throughout...

Read More
6 Reasons Your Mobile Check Deposit Can Be Rejected

If you’ve ever run into issues when using mobile check deposit features, we’ve got you covered with some...

Read More
Are Meme Stocks Highly Dangerous to Your Long-Term Investing Strategy

Meme stocks can be a trap you want to avoid when investing in the stock market. Learn more about implementing...

Read More
Get Your Kids Excited About Saving!

Getting kids excited about saving early is important if you want them to develop healthy saving habits for...

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
4 Debt Consolidation Moves That Can Improve Your Financial Well-Being

How does debt repayment reduce the overall burden and stress of debt? Learn more about what debt...

Read More
Save Money in Creative Ways to Achieve Your Financial Goals

Saving money may seem tough to do, but just a little creative planning can go a long way for making your...

Read More
If Adulting Includes a Road Trip From Hell, a Cali Move Checks The Box

Now we were finally on our way to hardcore “adulting,” or so we thought.

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
5 Ideas to Finding Dad The Perfect Gift at The Perfect Price

It's June, which means summer is in full swing, as well as the fact that Father's Day is right around the...

Read More
APR (Annual Percentage Rate) Explained

To empower you as a consumer, it’s important to understand the APR (Annual Percentage Rate) and how it...

Read More
How to Get Out of Debt and Save Money at the Same Time

Using the right tools and resources, you can get ahead on your debt owed and save money at the same time.

Read More
Moving to a New City Without a Job, Know How to Budget Your Savings

Really what I have taken away from this whole experience is that you need to learn how to budget to be...

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
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
Not Using Your Digital Wallet? Here’s Why You Should

Carrying a wallet full of coupons, ID and credit cards is the old way of being prepared for transactions.

Read More
Debt Consolidation vs. Debt Settlement

Debt consolidation vs debt settlement - they sound similar but are very different terms. Knowing the...

Read More
5 Ways to Have More Spending Money on Your Next Vacation

There are ways you can save money when scheduling and planning, which means you'll have more money to spend...

Read More
Splurging Is Fun, but When Is Enough, Enough?

Everyone loves to splurge and buy their favorite things! That’s what you work so hard for.

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
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
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
California Dreaming: Moving Out of State and the Warning Signs I Ignored

The California dream was born while I was working as a bartender at a popular bar in College Station. This...

Read More
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
ATM Fraud on the Rise: How to Stay Safe While Getting Cash

ATM fraud may seem like an old concern, but technological advances mean consumers need to be even more aware.

Read More
Why Get Texts From Your Bank

Should you be receiving texts from your credit union? With today's tech, we should have constant access to...

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
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
Your Savings Account Can Help You Be More Financially Stable

If you want your money to be there when you need it, no matter when “it” is, now might be the time to take...

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
Budget and Balance: Rebuilding My Savings and My Life at 25

The two B words are what I struggle with weekly. Balance being one and Budget being the other. For as much as...

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
How to Budget When You Don't Like Budgets

Sticking to a budget can create a lot of stress. Here are our best budgeting methods and tricks for anyone...

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!