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PrimeVest

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PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer with an office at Citizens National Bank of Park Rapids.

 

Our investment executives, Linda Grover, Jason McCollum and Jason Funk have a goal to provide the highest level of personal service possible to help you meet your financial objectives.  Whether you are in the accumulation stage or managing your retirement income stream, we are here to assist you. 

 

We believe clients are looking for a professional investment executive who has their long term interests in mind and who can be trusted with important financial decisions.  With our team of advisors, you can choose who you would like to work with and there will always be someone available to answer any questions you may have. 

 

The PRIMEVEST investment executives can assist you with the following transactions including:

  • 401k Rollovers/IRA Rollovers
  • Mutual Funds
  • Tax Advantages Investments
  • Variable and Fixed Rate Annuities
  • Long Term Retirement Planning
  • Consolidation of your brokerage accounts

 

You are invited to take advantage of our complimentary consultation service at our Citizens National Bank office.

 

To schedule your appointment, contact Jason Funk, Linda Grover, or Jason McCollum at 218-732-3393.

 

Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.

 

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 insured, may go down in value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.

 

View PRIMEVEST privacy policy  and other important information.

 

Investment Executives 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.