Prime Financial Inc. - Waterville, Maine

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.

Today we’re celebrating one year with Will at Prime Financial! 🎉We’re grateful to have Will as part of our team and appr...
09/02/2026

Today we’re celebrating one year with Will at Prime Financial! 🎉

We’re grateful to have Will as part of our team and appreciate the knowledge, care, and perspective he brings to the people and families we’re proud to serve here in Maine. Here’s to one great year and many more to come!

Happy 1st anniversary, Will! We’re glad you’re part of the Prime Financial family.

What a great night at the museum! 🎉 Thank you to everyone who joined us for Business After Hours: Grown-up Night at the ...
08/25/2026

What a great night at the museum! 🎉

Thank you to everyone who joined us for Business After Hours: Grown-up Night at the Museum at the Waterville Children’s Discovery Museum. We had a wonderful time connecting with fellow local businesses, enjoying some great food, and getting to experience the museum after hours. We appreciate everyone who came out to connect, enjoy the museum, and make the event such a great success!

What a great evening at our Business After Hours event!Thank you to everyone who came out last night. It was wonderful t...
08/13/2026

What a great evening at our Business After Hours event!

Thank you to everyone who came out last night. It was wonderful to connect with so many familiar faces and new ones, share conversations, and be part of this community.

See you tonight! 🎉 Join us at the Children’s Discovery Museum from 5:30 p.m. to 7:00 p.m. (doors open at 5:00 p.m.). Del...
08/12/2026

See you tonight! 🎉

Join us at the Children’s Discovery Museum from 5:30 p.m. to 7:00 p.m. (doors open at 5:00 p.m.). Delicious food from Cushnoc Cantina and good company - what more could you ask for?

Join us this Wednesday for Business After Hours: Grown-up Night at the Museum at the Waterville Children's Discovery Mus...
08/11/2026

Join us this Wednesday for Business After Hours: Grown-up Night at the Museum at the Waterville Children's Discovery Museum! Doors open at 5:00 p.m., with the event running from 5:30–7:00 p.m.

Enjoy delicious catering from Cushnoc Cantina, connect with fellow members of our local business community, and take some time to explore the museum - including our exhibit we've proudly sponsored. We hope you'll stop by for a fun evening of networking, conversation, and community. We look forward to seeing you there!

Summer can be full of good memories, and a few extra expenses. Travel, activities, eating out, and last-minute plans can...
08/03/2026

Summer can be full of good memories, and a few extra expenses. Travel, activities, eating out, and last-minute plans can add up quickly. If your spending was higher than expected, take some time to pause and reset. Review what changed, adjust your budget, and look for small ways to rebuild savings or pay down any balances.

A small reset now can help you move into the next season with more confidence.

401(k) and Roth IRA, common topics when thinking about retirement, but the overlooked question: what about life insuranc...
08/02/2026

401(k) and Roth IRA, common topics when thinking about retirement, but the overlooked question: what about life insurance? You may need life insurance in retirement if:

• You have outstanding debts (mortgage, medical bills, etc.)
• You want to cover final expenses
• You want to leave an inheritance
• You have dependents (e.g., spouse or children)

There is no “one size fits all” number as life insurance can cover the basics all the way to help supplementing income in retirement.

08/01/2026

In this video, Mike shares the experiences that shaped who he is today - from the lessons learned along the way to the passion that drives him to help others plan for their financial future.

Getting to know the person behind the business matters. We hope you’ll take a few minutes to hear Mike’s story and learn what inspires the mission behind Prime Financial.

Please join us in wishing Tristan a very happy 1-year anniversary at Prime! Tristan joined Prime Financial in 2025, brin...
08/01/2026

Please join us in wishing Tristan a very happy 1-year anniversary at Prime! Tristan joined Prime Financial in 2025, bringing accounting and tax expertise to the team. He’s working toward becoming a licensed advisor, with a focus on helping younger clients plan for the future. Outside of work, he enjoys skiing, golfing, and fishing in Maine.

Purchasing a home is one of the most significant financial decisions you'll make. Here are key strategies to ensure you'...
07/31/2026

Purchasing a home is one of the most significant financial decisions you'll make. Here are key strategies to ensure you're financially prepared:

• Build a Robust Emergency Fund: Before committing to homeownership, establish an emergency fund covering 3-6 months of expenses.

• Understand the Total Cost of Ownership: Your monthly payment extends beyond the mortgage.

• Improve Your Credit Score: Your credit score directly impacts your mortgage rate. Review your credit report, pay bills on time, and reduce outstanding debt before applying.

• Get Pre-Approved Early.

Address

753 West River Road
Waterville, ME
04901

Telephone

+12078779450

Website

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