Primary Financial

  • Financial Services
  • Edison NJ
  • 13 employees
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Company Overview

Headquarters
110 Fieldcrest Ave, Edison NJ
Website
primaryfinancial.net
Phone
(732) 225-0777
Employees
13
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Primary Financial

Primary Financial is a financial services company located in Edison, New Jersey. The company employs 13 people and generates an annual revenue of $2.5 million. Primary Financial provides financial services and guidance to individuals seeking to achieve financial stability and protect their future. They assist clients with various financial milestones, including retirement planning, business sale preparations, and overall financial protection strategies. The company prides itself on its personalized approach, taking the time to understand each client's unique needs, circumstances, and objectives. They emphasize clear communication, explaining different financial options and building trust before recommending solutions. Primary Financial also emphasizes ongoing support, monitoring client progress and adjusting strategies as needed. To learn more about Primary Financial's services and how they can help you achieve your financial goals, visit their website at primaryfinancial.net.

Company Leadership

Robert Mason

Senior Partner

Phone Email

Primary Financial Industry Tags

Retirement Planning
Insurance Protection
Investments & Asset Management
Employee Benefits
Estate Conservation Strategies
Disability Insurance
College Funding Strategies
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FAQ

What is the location of Primary Financial's headquarters?
The headquarters of Primary Financial are situated at 110 Fieldcrest Ave, Edison NJ
What is Primary Financial's phone number?
Primary Financial's contact number is (732) 225-0777.
What is Primary Financial's official website?
The official website of Primary Financial can be found at primaryfinancial.net.
What is Primary Financial's current revenue?
As of September 2023, Primary Financial's annual revenue reached $3B.
How many employees does Primary Financial currently have?
Primary Financial employs approximately 13+ people as of September 2023
Which industries is Primary Financial primarily operating in?
Primary Financial operates in the following industries: Credit, Finance
Who is the Senior Partner of Primary Financial?
Primary Financial's Senior Partner is Robert Mason
What are Primary Financial's industry tags?
Primary Financial's industry tags include: Retirement Planning, Insurance Protection, Investments & Asset Management

Employee Directory

Key Employees

Matthew McNelis

Financial Advisor

Phone Email

Kevin Sprouse

Strategic executive leadership and capital structures consulting

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Sheena Fox

Marketing Specialist

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