Prime Financial Services

Prime Financial Services Prime Financial Services started in 1989 right here in the Milwaukee area. We love being a part of this community, and like you, know the value of hard work.

From our start, we've remained an independent financial firm. It's because of this independence you can feel confident about all our recommendations. We'll never make a suggestion we don't believe is the best option for you. Our passion is to understand your story, your dreams, and work to achieve the financial future you envision. Our core values, to be hardworking and independent, goals-based an

d forward-thinking, confident and approachable, reliable and dedicated, drives us each and every day to serve you - our clients. Our focus is to help you create a complete financial plan built for your life and its many stages, one you can count on no matter what comes your way. You focus on what your future looks like, and we'll help you get there.

Wishing everyone a healthy, joyful and prosperous New Year!
01/01/2025

Wishing everyone a healthy, joyful and prosperous New Year!

Merry Christmas and Happy Holidays!
12/24/2024

Merry Christmas and Happy Holidays!

From the Prime Family to you and yours, Happy Thanksgiving!
11/28/2024

From the Prime Family to you and yours, Happy Thanksgiving!

We hope you have a wonderful Independence Day!
07/04/2024

We hope you have a wonderful Independence Day!

Our office is closed today as we remember and honor those who paid the ultimate sacrifice for our country.
05/27/2024

Our office is closed today as we remember and honor those who paid the ultimate sacrifice for our country.

REMINDER! Our 9th Annual Shredding Event is TOMORROW from 10am - 12pm in our office parking lot. Our team will be ready,...
04/12/2024

REMINDER! Our 9th Annual Shredding Event is TOMORROW from 10am - 12pm in our office parking lot. Our team will be ready, rain or shine, to help you securely discard your old or unnecessary documents.

A friendly reminder that our Annual Shredding Event will be Saturday, April 13th from 10am - 12pm in our office parking ...
04/03/2024

A friendly reminder that our Annual Shredding Event will be Saturday, April 13th from 10am - 12pm in our office parking lot.

Your dedicated, rain-or-shine Prime Financial Services team will be geared up and ready to help you securely discard your old or unnecessary documents. That said, we're really hoping we don't have to fight the conditions this year 🤞

Our team celebrated the holiday season a few weeks back at First and Bowl in Wauwatosa. Our athletic feats were fueled b...
01/08/2024

Our team celebrated the holiday season a few weeks back at First and Bowl in Wauwatosa. Our athletic feats were fueled by fashionable ugly sweaters and good banter! Cheers to making 2024 a great year!

Happy New Year!
01/01/2024

Happy New Year!

12/25/2023
Here's to a wonderful Independence Day!
07/04/2023

Here's to a wonderful Independence Day!

Another rainy, but successful shredding event! Thank you to everyone who stopped by. We set a new record... 112 cars!
05/03/2023

Another rainy, but successful shredding event! Thank you to everyone who stopped by. We set a new record... 112 cars!

Address

675 N. Barker Road , Suite 110
Waukesha, WI
53045

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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