1847Financial - Barrett

1847Financial - Barrett Protecting The Things You Love Welcome, we’re Primary Financial, a financial organization in Edison, NJ. Investing involves risk, including loss of value.

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial serv

ices. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our Products & Services
We provide assistance in the following areas:

Investments*:
•Traditional IRA
•Roth IRA
•Sep IRA
•Simple IRA
•Brokerage Accounts
•Government Securities
•Mutual Funds
•529 College Savings
•US Treasury Offerings
•Annuities
•Stocks, Bonds

Financial Services:
•Retirement Plans
•Tax Planning Strategies
•401(k) Plans
•403(b) Plans
•College Planning
•Estate Planning Strategies
•Money Purchasing Plans
•Profit Sharing Plans
•Defined Benefit Plans
•Business Succession Planning
•Legacy Planning

Insurance:
•Life Insurance
•Disability Income Insurance
•Long-Term-Care Insurance
•Key Man Insurance
•Business Overhead
•Property and Casualty
•Group Insurance

Awards:
2013- Class A Life Award
2014 & 2015- Silver GAMMA International Management Award
2016- Gold GAMMA International Management Award


The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade ex*****on orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at [email protected]. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Adviser, Member FINRA (www.finra.org)/SIPC (www.sipc.org).110 Fieldcrest Ave. Edison, NJ 08837, 732-417-5300. Primary Financial and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: NJ, NY CT. This is not an offer or solicitation in any state.

Address

110 Fieldcrest Avenue
Edison, NJ
19044

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17322250777

Website

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Welcome, we’re Primary Financial, a financial organization in Edison, NJ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our Products & Services We provide assistance in the following areas: Investments*: •Traditional IRA •Roth IRA •Sep IRA •Simple IRA •Brokerage Accounts •Government Securities •Mutual Funds •529 College Savings •US Treasury Offerings •Annuities •Stocks, Bonds Financial Services: •Retirement Plans •Tax Planning Strategies •401(k) Plans •403(b) Plans •College Planning •Estate Planning Strategies •Money Purchasing Plans •Profit Sharing Plans •Defined Benefit Plans •Business Succession Planning •Legacy Planning Insurance: •Life Insurance •Disability Income Insurance •Long-Term-Care Insurance •Key Man Insurance •Business Overhead •Property and Casualty •Group Insurance Awards: 2013- Class A Life Award 2014 & 2015- Silver GAMMA International Management Award 2016- Gold GAMMA International Management Award Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 110 Fieldcrest Ave, 3rdFl, Ste 20, Edison, NJ 0883. 732-225-0777. Primary Financial is unaffiliated with HTK.

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