Resources

Relationship Resources

With PrimeTrust Financial, you get more than just products and services; you get a personal relationship and a financial resource. You now have a source where you can get answers, information, and tools to help you better manage your money. We offer Personal Resources and Business Resources.

Personal Resource Program

Personal Resources

Today, people need more than just products and services in a financial relationship. Having the best products, pricing, or even personalized customer service is not enough. That is why PrimeTrust Financial offers a financial support service called the “Relationship Resource” program.

This program is designed to help people find solutions to the financial issues and concerns impacting their world--by providing the financial tools, information, and insights to help them best manage their financial affairs and offering a financial plan of action.

The process starts when a person contacts PrimeTrust Financial to engage to discover the issues impacting how they are dealing with their financial demands. In response, a PrimeTrust Financial Member Services Representative will assess a person’s current financial health to help them develop an action plan. Depending on what is learned, a licensed financial advisor and/or certified public accountant may be called upon to help in this process. A complete resource center that includes calculators, data organizers, and financial information is available.

A free financial assessment is available to review your current financial plan and your current and future income, expenses, debts, obligations, and long-term planning needs.

Business Resource Program

Business Resources

Building and maintaining a business today in these difficult economic times, takes more than a standard financial relationship – you need more than product or even client service; you need support! That is why PrimeTrust Financial offers a financial support service called the “Relationship Resource” program.

This program is designed to help businesses find solutions to the financial issues and concerns impacting their world by providing the financial tools, information, and insights to help them best manage their financial affairs and offering a financial plan of action.

The process starts when a business contacts PrimeTrust Financial to engage to discover the issues impacting how they are dealing with their financial demands. In response, a PrimeTrust Financial Member Services Representative and/or Business Services Manager will assess a business’ current financial health to help them develop an action plan. Depending on what is learned, a licensed financial advisor and/or certified public accountant may be called upon to help in this process.

Whether you need assistance regarding capturing new business opportunities, expanding or protecting your business assets, financing tips and guidance, investment or insurance insights, accounting and budgeting, tax management, and/or Employee Benefits and Retirement Planning, PrimeTrust Financial has the resources to help a business grow.

A free financial assessment is available to review your current business operations/financial plan. Contact us today.