1847Financial - Barrett

Our Story

Welcome, we’re Primary Financial, a financial organization in Edison, NJ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.


Our Products & Services
We provide assistance in the following areas:

Investments*:
•Traditional IRA
•Roth IRA
•Sep IRA
•Simple IRA
•Brokerage Accounts
•Government Securities
•Mutual Funds
•529 College Savings
•US Treasury Offerings
•Annuities
•Stocks, Bonds

Financial Services:
•Retirement Plans
•Tax Planning Strategies
•401(k) Plans
•403(b) Plans
•College Planning
•Estate Planning Strategies
•Money Purchasing Plans
•Profit Sharing Plans
•Defined Benefit Plans
•Business Succession Planning
•Legacy Planning

Insurance:
•Life Insurance
•Disability Income Insurance
•Long-Term-Care Insurance
•Key Man Insurance
•Business Overhead
•Property and Casualty
•Group Insurance

Awards:
2013- Class A Life Award
2014 & 2015- Silver GAMMA International Management Award
2016- Gold GAMMA International Management Award


Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 110 Fieldcrest Ave, 3rdFl, Ste 20, Edison, NJ 0883. 732-225-0777. Primary Financial is unaffiliated with HTK.

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