Prime Financial Inc. - Waterville, Maine

Prime Financial Inc. - Waterville, Maine At Prime Financial, Inc., financial services are about more than numbers - it’s about people, families, and communities. Prime Financial, Inc.

Based in Waterville, Maine, we are proud to serve individuals and businesses throughout Maine and beyond with personalized financial guidance. Our team of experienced professionals takes the time to understand each client’s goals and values. We then work together to develop thoughtful, customized strategies that are designed to help bring clarity and confidence to their financial journey. At Prime

Financial, we are committed to building long-term relationships based on trust, professionalism, and a deep connection to the community we call home. We are honored to walk alongside our clients as they plan for today and prepare for tomorrow. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Wedding season is here💍The average U.S. wedding now costs around $34,200—and for many couples, it’s one of the first maj...
06/26/2026

Wedding season is here💍The average U.S. wedding now costs around $34,200—and for many couples, it’s one of the first major financial decisions they’ll make together. With so many moving parts (venue, guest list, vendors) it’s easy for costs to climb quickly. But it’s also an opportunity to align priorities and make thoughtful decisions about what matters most.

Starting with a plan can help create a celebration that feels meaningful today while staying on track for what comes next.

Your 70s can be a time to enjoy the retirement you’ve worked toward while keeping a few important details organized. A f...
06/26/2026

Your 70s can be a time to enjoy the retirement you’ve worked toward while keeping a few important details organized. A few areas to review:

• Think through how you would like to be remembered through gifts, bequests, or charitable giving
• Begin taking RMDs from your traditional IRA starting at age 73
• Consider whether downsizing could help reduce housing-related expenses

This stage is about enjoying retirement while making sure your plan continues to support the life you’re living.

Most homeowners don't think about storm prep until after the damage is done. Don't wait for a flooded basement or a fall...
06/26/2026

Most homeowners don't think about storm prep until after the damage is done. Don't wait for a flooded basement or a fallen tree to find out what your insurance covers. Here are a few things to check off your list before the next big storm:

Trim back overgrown trees and clear your gutters.
Charge your backup power banks and check your emergency kit.
Pull out your homeowner's insurance policy and read it thoroughly.
Find out if your area is flood-prone and whether you need a separate flood insurance policy. Take a video walkthrough of your home and belongings.

The cost of preparing is almost always less than the cost of recovering. A little time now can help save you thousands later.

Planning for your future starts today. At Prime Financial, we offer investment solutions designed to help you reach your...
06/23/2026

Planning for your future starts today. At Prime Financial, we offer investment solutions designed to help you reach your financial goals, including:

✔ Stocks, Bonds & Mutual Funds
✔ CDs & Money Market Accounts
✔ Education IRAs

Contact us today to learn more about your investment opportunities.

Simply put, investing can help you get ahead in life. It can be key to helping you grow your net worth over time and pro...
06/22/2026

Simply put, investing can help you get ahead in life. It can be key to helping you grow your net worth over time and provide the kind of future for yourself and your family that you dream about. It has the potential to let you literally earn money in your sleep. So there's no doubt that it's worth your time to figure out how it all works.

https://www.fidelity.com/viewpoints/personal-finance/how-to-start-investing

Crystal and Beth, along with Howard (Beth's husband) and Lydia (Crystal's daughter), recently attended a special outing ...
06/19/2026

Crystal and Beth, along with Howard (Beth's husband) and Lydia (Crystal's daughter), recently attended a special outing at the Portland Sea Dogs hosted by one of Prime Financials' valued partners, Athene.

The event celebrated the **20th Anniversary of the Eastern League Championship**, and attendees were presented with a commemorative replica championship ring to mark the occasion. It was a wonderful day of baseball, memories, and celebration with great company. ⚾🎉

Planning for retirement doesn't have to be complicated. Whether you're just getting started or looking to make the most ...
06/18/2026

Planning for retirement doesn't have to be complicated. Whether you're just getting started or looking to make the most of your existing savings, Prime Financial can help you build a strategy that fits your goals. From Traditional & Roth IRAs to 401(k)s, rollovers, pensions, and profit-sharing plans, we're here to help you prepare for the future with confidence.

📈 Smart Plans. Secure Futures.

When you sign up for your employer’s 401(k) plan, you agree to have a percentage of each paycheck directly deposited int...
06/17/2026

When you sign up for your employer’s 401(k) plan, you agree to have a percentage of each paycheck directly deposited into your 401(k) account. Your employer may also deposit money into your account by matching some or all of your contributions. The money is then invested into mutual funds, exchange-traded funds (ETFs), target-date funds, index funds, money market funds and individual stocks, to name a few investment examples.

As an employer-sponsored retirement savings plan, the 401(k) is commonly offered as part of a job benefits package. With this retirement account, you choose to put aside a percentage of each paycheck and watch as your money grows tax deferred. A 401(k) is a voluntary—often employer-sponsored

At Prime Financial, we help individuals, families, and businesses find the right coverage for every stage of life. Wheth...
06/16/2026

At Prime Financial, we help individuals, families, and businesses find the right coverage for every stage of life. Whether you're looking for Life Insurance, Health Insurance, Disability Insurance, or Long-Term Care solutions, we're here to help you plan with confidence.

✔ Group or Individual Coverage
✔ Personalized Solutions
✔ Trusted Guidance

Protect what matters most today and build a stronger future for tomorrow.

207-877-9450

⛳ What a great day at the Mid-Maine Chamber Golf Classic! The Prime Financial team of Mike, Justin, Ben, and Justin play...
06/12/2026

⛳ What a great day at the Mid-Maine Chamber Golf Classic! The Prime Financial team of Mike, Justin, Ben, and Justin played a fantastic round and finished 3rd Gross! Meanwhile, Christine and Crystal kept golfers smiling at Hole 8, handing out golf balls, Gatorade, and hosting a drawing for two $250 Pro Shop gift certificates. Congratulations to our winners, Bill Mitchell and Adam Haskell! ⛳

Address

753 West River Road
Waterville, ME
04901

Telephone

+12078779450

Website

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