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

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
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
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
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
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
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
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
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
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
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

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!