Primary Financial

About 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.

Regional Employees
Financial Services & Insurance
Edison, NJ

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