Prime Capital Financial of Roseville, CA

Prime Capital Financial of Roseville, CA "Your Future Is Our Focus"
We use a variety of services to create comprehensive financial strategies. This information does not constitute legal advice.

Prime Capital Financial is a strong team of financial service 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 fina

ncial planning and investment advisory services. 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.

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement ...
06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?
Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?
If you need a second look or a mid-year review, we’re here to help. Contact us!

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cult...
06/11/2026

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.
These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.
At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals.

Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to emplo...
06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.
The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.
The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan.

Around 56 million Americans lack a workplace retirement plan, but TrumpIRA.gov aims to connect them to IRAs and up to $1,000 in federal matching funds.

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy,...
06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:
🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.
Check out the rest of the list here:

Are you looking for the best places to travel in the USA in June? Look no further! We've got you covered with our list of the 25 best places to visit this month.

Address

3017 Douglas Boulevard, Ste 240
Roseville, CA
95661

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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