TOGETHER WE CAN MAKE A GREAT TEAM
Primrose Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed with the goal of helping to grow, preserve and conserve our clients’ wealth by delivering an excellent level of personalized service and knowledge.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you!
OUR PRINCIPLE
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.
WE ARE DEDICATED TO YOUR FINANCIAL INDEPENDENCE
Our customized programs are designed with the goal of helping to grow, protect, and conserve our clients’ wealth by delivering an excellent level of personalized service and knowledge.
PRIMROSE FINANCIAL WORKSHOPS IN ARIZONA
Social Security Benefits, Options, And Strategies
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Taxes In Retirement
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OUR SERVICES
At Primrose Financial, we provide knowledgeable assistance in the following areas:
INVESTMENTS
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Government Securities
Fixed Index Annuities
Fixed Annuities
INSURANCE
Annuities
Disability Income Insurance
Life Insurance
Long Term Care Insurance
FINANCIAL PLANNING
Retirement Plans
Social Security Planning
401k Planning
403b Planning
457 Planning
College Plans
Legacy Planning
Pension Planning
Tax Planning
Ideas For Improving Your Investments
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