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Primary Financial

At Primary Financial, we help you protect what matters most in life by taking a thoughtfully strategic approach to designing tailored plans. We dedicate ourselves to truly getting to know our clients, so we can imagine, discover, and achieve what's possible together. Step by step, we keep our focus on you. We understand that there is no one-size-fits all solution to financial planning. That's why we start every client relationship with an open mind, taking the time to truly listen to your needs and concerns. Then we design a solution that will work best to meet your unique objectives. We take a collaborative approach to implementing your plan, coordinating with any professional advisers who may already be working on your behalf. Our focus on you remains just as strong near the finish line. We follow up until every detail is taken care of, so you can rest assured there are no loose ends. We have creative approaches, and thoughtful solutions. With Primary Financial, you get more than a financial strategy, you get a trusted professional who is passionately committed to delivering the right solutions for you, your family, and your business.... Read more

Purpose

Our Primary Purpose is to help you protect the things you love through thoughtful plans that evolve throughout all the stages of your life. We pledge to keep imagining, discovering and achieving what’s possible together - navigating choices, exploring new opportunities and celebrating life.... Read more

Vision

We are a firm which attracts individuals seeking a high performance and results oriented organization within a supported and positive environment.... Read more

Mission

Helping people protect the things they love in life utilizing a thoughtful and strategic approach.... Read more

Additional Culture Details

We take the time to understand your different and evolving needs because we know it’s never “one size fits all.” That’s why we deliver personal care and attention & informed relevant solutions. Our overall process consists of three steps focused on you:
1. We meet with you to discuss your goals and help you evaluate your financial situation so that we understand what is important to you now and in the future.
2. We recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options.
3. We help you implement your plan, in collaboration with your other professional advisers.
... Read more

Values

Integrity
Committing to the highest level of integrity amongst colleagues and clients.

Headquarters

Edison, NJ

Employees

79 US Employees

Industry

Life Insurance, Annuities, & Retirement Investments

Recent Awards

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