Products & Services

Prime Financial Services, Inc. strives to offer a competitive multi-faceted product line suitable to meet the needs of our clients. From individual securities to commercial and residential mortgages, insurance and retirement accounts. PFS is there to provide our clients with nationally known products and services designed to meet their needs of today and challenges of tomorrow.

• Individual Securities - PFS offers securities through its subsidiary, Prime Capital Services, Inc. (PCS), located at 11 Raymond Ave, Poughkeepsie, NY 12603 and National Financial Services (NFS), a wholly owned subsidiary of Fidelity Investments. This Relationship enables PFS to give its clients through NFS, unparalleled access to the nation's financial markets.

• Mutual Funds - PFS representatives have the ability to choose from Thousands of nationally known mutual funds in helping you find a fund best suited to your investment needs and objectives. PFS provides their representatives with statistical information from Morningstar and other independent research companies to assist them in identifying funds that may be right for you including funds from such companies as Fidelity, Vanguard, Oppenheimer, Putnam, Nationwide, Nuveen, MFS, AIM, Van Kampen, Alliance, North American, Vista. (For more complete information about any of these funds, including charges and expenses, call for a prospectus. Read it carefully before you invest.)

• Retirement Accounts - PFS offers a variety of tax-deferred alternatives for Retirement Planning. Included are IRAs/SEPs, Defined Benefit and Defined Contribution, Profit Sharing, 410K/403B-7/457 Plans, and more.

• Life Insurance - PFS is able to offer affordable prices on life insurance from some of the most stable and reputable insurance companies in the market today. We offer a variety of insurance plans to meet our clients' needs from companies such as: ITT Hartford, Travelers, Nationwide, Security Mutual, John Hancock, Guardian, and more.

• Disability Insurance - Personal and business disability insurance is offered through Provident, Paul Revere, Guardian, Mass Casualty, and more.

• Long Term Care - With the rising concern of Americans for quality and affordable long term care coverage, we are proud to present companies such as: Travelers, John Hancock, CNA, and others.

• Group Insurance - Group health costs are a constant concern of both businesses and professional practices. We offer a complete menu of quality companies to meet this all-important need.

• Mortgages - We represent a carefully selected group of financially sound, reputable banks and insurance companies. We place your mortgage with lending institutions offering the best loan program at competitive rates. Included are: Citi-Scape, Concorde Lending, Prudential Home Mortgage, Marine Midland, M&T Mortgage Corp., Chase, Fannie Mae Outlets, and more.