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INSURANCE AND FINANCIAL SERVICES

Helping Protect your Assets

and Secure Your Future

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Experienced Professionals

Balanced Investment
Advice

Client-
Focused

Customer
Service

Results
Driven

THE GOLD STANDARD

EXECUTING A PLAN THAT
SUPPORTS YOUR NEEDS

Since 2004, Premier Financial has provided insurance and financial services for mid to high net-worth individuals with one goal in mind: to help build, protect, preserve and support financial security. As financial professionals, it is our duty to act in the highest order of standards towards clients’ best interests. We realize this through an immersive approach based on meticulous analysis, planning and implementation of individual needs. Every decision we make is rooted in what is important to each client, the holistic consequences that will subsequently evolve, and our perpetual obligation to support optimal financial guidance.

Financial
Planning

We support you in reaching short and long-term financial goals by taking a holistic approach to financial planning.

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Wealth
Management

Individualized options are designed to responsibly drive the results that support your vision and help optimize tomorrow’s financial well-being.
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Individual
Benefits

We understand how important it is to have precise coverage for your personal needs.

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Employer Sponsored Benefits

Mindful business owners realize employees need security in order to remain loyal to the job.
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Schedule A Consultation

This is a no obligation consultation.
Learn how we can optimize your future.

    I agree that The Prudential Insurance Company of America, Pruco Securities LLC, Assurance IQ, LLC and their affiliates (“Prudential”) can contact me for marketing purposes by phone call or text (including with an auto dialer and even if you’ve requested not to be contacted by Prudential or are on a do-not-call/contact list) at the phone number listed above. I understand that consent isn’t necessary to make an investment or purchase. To arrange a meeting without providing your contact information, call 240-309-6001.