Investment Management Designed for You

We understand the hard work that goes into building your wealth and respect the confidence required when choosing your financial consultant. When considering where to invest your hard-earned money, it is understandable that it can be overwhelming because there are so many investment products available in the market today.

Our team of professionals is here to help build a customized solution based on your unique situation and your unique goals.

At PrimeWay Investment Resources, we want to work with you for life. Our financial consultants will help you make informed decisions about building your wealth, planning for retirement, and passing your wealth to your heirs or favorite charities.

We understand that investment planning can be complicated, so we will do our best to help educate you and help you make informed decisions every step of the way.

Here are just a few of the ways we can help you:

  • Retirement Planning
  • College Planning
  • Stocks
  • Bonds
  • Mutual Funds
  • Comprehensive Financial Planning
  • Traditional, Rollover, Inherited and Roth IRAs
  • SEP IRAs, SIMPLE IRAs, Individual 401(k)s and other Retirement Plans
  • Fixed, Variable, Indexed and Single-Premium Annuities
  • Alternative Investments
  • Job Transitions
  • Life, Disability and Long-Term Care Insurance

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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 AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value
Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value