Harborstone Investments and Insurance Services
Our Financial Advisors
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Ralph Kowal
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Martina Klabo, CFP™, ChFC®
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Our Mission
We are committed to helping our member-clients create financial success through comprehensive planning and confidential, individualized solutions.
We work with you to understand your financial goals and priorities, develop a long-term strategy, help you build a diverse and complete investment portfolio, and protect your family's future.
Our Products and Services
- Stocks, Bonds, Mutual Funds, Fixed and Variable Annuities
- Life, Disability, and Long Term Care Insurance
- Retirement Plans and IRA's
- Financial Planning and Wealth Management
- Accidental Death and Dismemberment Insurance
- 10-Year Level Group Term Life, for members ages 18-54
- 50-Plus Group Term Life, for members 50-74
- Individual Term Life Insurance
Contact us to schedule a complementary appointment at any of our convenient locations:
6019 Lake Grove St SW
Lakewood, WA 98499
Phone: (253) 589-8396
Toll Free: 866-237-3764
PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC /FINRA. 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. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. View PrimeVest privacy policy and other important information. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. 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.
