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.

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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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