Investments
Securities & Insurance Products Offered By PrimeVest Financial Services, Inc.
At Harborstone Investments and Insurance, you have instant access to insurance, investment planning, and wealth management. Whatever your stage in life, you have access to some of the best products on the market. Need more? An objective, reliable Financial Advisor will be there to help you, every step of the way. You can contact them and schedule a complimentary review of your retirement plan.
| Fixed Annuities | Create a regular and guaranteed source of income |
| Mutual Funds | Invest based on your particular financial objective |
| Individual Stocks & Bonds | Direct access to trading tools |
| Unit Investment Trusts | Invest in a relatively fixed portfolio of investments set to liquidate at a predetermined date in the future |
| Tax-Advantaged Investments | Investments that provide tax advantages and lessen the burden during the tax season |
| Retirement plans: Personal and Business | Plans that provide confidence that will reward you and your family in your maturing years |
| Wrap Accounts | Affordable professional portfolio management |
PrimeVest Financial Services, Inc. is a registered broker/dealer. Member FINRA/SIPC. PrimeVest is not affiliated with financial institution where investment services are offered. Securities and insurance products offered by PrimeVest: • Not FDIC/NCUSIF insured • May go down in value • Not Financial Institution guaranteed • Not a deposit • Not insured by any federal government agency. Registered address: 6019 Lake Grove St. SW, Lakewood, WA 98499
The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. The data available on this site is provided for informational purposes only. Do not rely on this information for tax reporting. Official transaction, account, and tax information is provided separately in your trade confirmations, account statements and tax reports. Past performance is not a guarantee of future results. View PrimeVest Privacy Policy, Statement of Financial Condition and other Important Information.
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