General Info

Prime Financial Services Prime Financial Services started in 1989 right here in the Milwaukee area. We love being a part of this community, and like you, know the value of hard work. From our start, we've remained an independent financial firm. It's because of this independence you can feel confident about all our recommendations. We'll never make a suggestion we don't believe is the best option for you. Our passion is to understand your story, your dreams, and work to achieve the financial future you envision. Our core values, to be hardworking and independent, goals-based and forward-thinking, confident and approachable, reliable and dedicated, drives us each and every day to serve you - our clients.