Prime Capital Financial of Costa Mesa, CA

Prime Capital Financial of Costa Mesa, CA Your Future is Our Focus Prime Capital Financial is a strong team of financial services professionals strategically located across the country.

We focus on working with high-net-worth clients in the areas of investment and retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In order to provide our clients with as robust an offering of services as possible, we also offer financial planning and investment advisory services. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

Relying on Social Security alone may not provide the retirement lifestyle you envision. It was designed to supplement yo...
09/16/2026

Relying on Social Security alone may not provide the retirement lifestyle you envision. It was designed to supplement your retirement savings, not replace them, making it important to understand why having a comprehensive retirement strategy matters. Contact us today to discuss how you can build a personalized plan with the tools and strategies to help support your financial goals.
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Four in every 10 American workers expect Social Security to be their main form of income when they retire, according to NFP. Yahoo Finance Senior Columnist Kerry Hannon takes a closer look at these survey results.

09/15/2026
National Assisted Living Week reminds us that planning for the future is one of the greatest gifts we can give ourselves...
09/14/2026

National Assisted Living Week reminds us that planning for the future is one of the greatest gifts we can give ourselves and our loved ones. Although many people don't like to think about the possibility of needing assisted living, planning ahead can help reduce financial stress, prepare for unexpected healthcare expenses, and provide greater peace of mind for you and your family. Start the conversation today so you're ready for whatever tomorrow may bring.

Making the Transition
09/13/2026

Making the Transition

When Tom was tragically killed in a snowmobiling accident at just 45, the world collapsed for Jeanie and the kids. Grief overwhelmed them, but thanks to Tom’s life insurance, financial tragedy did not.

5 Best Life Insurance Policies in Your 40s and 50s in 2026https://loom.ly/d6dEAJA
09/12/2026

5 Best Life Insurance Policies in Your 40s and 50s in 2026
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The best life insurance in your 40s or 50s will depend on your budget, health and life circumstances. See options from our top-rated life insurers.

Football season is officially here!🏈 Are you planning to attend any games this season? Just like every winning team reli...
09/09/2026

Football season is officially here!🏈 Are you planning to attend any games this season? Just like every winning team relies on a game plan, a successful retirement starts with a strategy. Reach out today to start building your retirement plan, and we can help you create a financial strategy that includes the travel and entertainment expenses needed to catch a few more games and cheer on your favorite team all season long.

10 tips to improve your credit score in 2026
09/09/2026

10 tips to improve your credit score in 2026

Whether you're building credit from scratch or you have bad credit, make 2026 the year your credit score soars. Follow these 10 tips to build good credit.

Happy Labor Day to all the hardworking individuals who consistently demonstrate dedication, commitment, and perseverance...
09/07/2026

Happy Labor Day to all the hardworking individuals who consistently demonstrate dedication, commitment, and perseverance in our communities and businesses. We hope everyone enjoys the holiday celebrating with family and friends!

How to Recover From a Summer Financial Hangover Before the Holidays
09/06/2026

How to Recover From a Summer Financial Hangover Before the Holidays

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

Address

Costa Mesa, CA
92626

Opening Hours

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

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