Prime Financial Inc. - Waterville, Maine

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Prime Financial Inc. - Waterville, Maine At Prime Financial, Inc., financial services are about more than numbers - it’s about people, families, and communities. Prime Financial, Inc.

Based in Waterville, Maine, we are proud to serve individuals and businesses throughout Maine and beyond with personalized financial guidance. Our team of experienced professionals takes the time to understand each client’s goals and values. We then work together to develop thoughtful, customized strategies that are designed to help bring clarity and confidence to their financial journey. At Prime Financial, we are committed to building long-term relationships based on trust, professionalism, and a deep connection to the community we call home. We are honored to walk alongside our clients as they plan for today and prepare for tomorrow. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

10/23/2026

Roth conversions can be a powerful part of a tax strategy, but timing and planning matter. Understanding how a conversion could affect your taxes today and your retirement income later can help you make more informed decisions.

We’re looking forward to welcoming everyone to Healthcare in Your Retirement this evening at Governor’s Restaurant.Join ...
10/21/2026

We’re looking forward to welcoming everyone to Healthcare in Your Retirement this evening at Governor’s Restaurant.

Join us for a discussion about Medicare, healthcare costs in retirement, funding sources, and creating a plan for these expenses.

🍽️ Dinner served at 5:15 p.m.
📚 Seminar begins at 5:30 p.m.
📍 Governor’s Restaurant, 376 Main St., Waterville

See you tonight!

10/20/2026

Major life changes can come with major financial decisions. Whether you’re navigating a new job, retirement, inheritance, or another significant transition, thoughtful financial and tax planning can help you understand your options and prepare for what comes next.

Tomorrow night!Join Prime Financial and Lincoln Financial for Healthcare in Your Retirement at Governor’s Restaurant in ...
10/20/2026

Tomorrow night!

Join Prime Financial and Lincoln Financial for Healthcare in Your Retirement at Governor’s Restaurant in Waterville.

We’ll take a closer look at Medicare, estimated healthcare costs, funding sources, and how healthcare expenses can fit into your overall retirement plan.

📅 Tomorrow — Wednesday, October 21
📍 Governor’s Restaurant, 376 Main St., Waterville
🍽️ Dinner served at 5:15 p.m.
📚 Seminar begins at 5:30 p.m.

We look forward to seeing everyone who registered!

Today is the last day to register!Don’t miss your opportunity to join us for Healthcare in Your Retirement on October 21...
10/15/2026

Today is the last day to register!

Don’t miss your opportunity to join us for Healthcare in Your Retirement on October 21. We’ll cover Medicare, healthcare costs in retirement, funding sources, and creating a plan for these important expenses.

📅 Wednesday, October 21 | 5:00–7:00 p.m.
📍 Governor’s Restaurant, 376 Main St., Waterville
🍽️ Dinner served at 5:15 p.m. | Seminar begins at 5:30 p.m.

Registration closes today, October 15.

Call 207-877-9450 or scan the QR code on the flyer to register.

There are just two days left to register!If healthcare costs are part of your retirement planning, make plans to join us...
10/13/2026

There are just two days left to register!

If healthcare costs are part of your retirement planning, make plans to join us for Healthcare in Your Retirement on October 21.

Prime Financial and Lincoln Financial will discuss Medicare, estimated healthcare costs, potential funding sources, and ways to create a plan for healthcare in retirement.

📅 Wednesday, October 21 | 5:00–7:00 p.m.
📍 Governor’s Restaurant, 376 Main St., Waterville
🍽️ Dinner served at 5:15 p.m. | Seminar begins at 5:30 p.m.



Registration deadline: October 15. Call 207-877-9450 or use the QR code on the flyer to register.

10/12/2026

Happy Monday from Prime Financial!

Our office is open today during regular business hours. As always, we're happy to assist with any questions or needs you may have.

10/09/2026

Maine families have access to a unique opportunity to help build a child’s future education savings. Understanding how the state’s $500 contribution works can help you make the most of the benefit and plan for future college expenses.

🎉 Congratulations, Tristan Emery!We’re excited to share that Tristan has successfully passed his licensing exams and is ...
10/09/2026

🎉 Congratulations, Tristan Emery!

We’re excited to share that Tristan has successfully passed his licensing exams and is now an advisor at Prime Financial!

This is an exciting milestone in his professional journey, and we’re proud to see him take this next step. Please join us in congratulating Tristan as he continues to grow and serve our community!

Have you planned for healthcare in retirement?Join Prime Financial and Lincoln Financial for Healthcare in Your Retireme...
10/06/2026

Have you planned for healthcare in retirement?

Join Prime Financial and Lincoln Financial for Healthcare in Your Retirement, an upcoming seminar focused on understanding Medicare and planning for healthcare expenses in retirement.

We’ll discuss:
• What Medicare is
• Medicare cost estimates
• Funding sources
• Creating a plan for healthcare in retirement

📅 Wednesday, October 21 | 5:00–7:00 p.m.
📍 Governor’s Restaurant, 376 Main St., Waterville
🍽️ Dinner served at 5:15 p.m. | Seminar begins at 5:30 p.m.

Registration is required by October 15. Call 207-877-9450, register in person, or scan the QR code on the flyer.

Address

753 West River Road
Waterville, ME
04901

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