Services

At Primrose Financial, we provide specialized assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Index Annuities
  • Fixed Annuities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • 457 Planning
  • College Plans
  • Legacy Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • 401k Plans for Small Business
  • Medicare
  • Special Needs Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
FINRA Broker Check
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