Building a successful investment strategy requires wise investment decisions and careful planning.

Investment Planning
We can help you design your roadmap for pursuing your investment goals. Find out how to start pursuing those goals.

College Planning
Let us help you plan for future college costs and get the bottom line on how much money you’ll need to save each month to meet your goal. Our investment representatives can provide you with a detailed analysis of potential future college expenses for your children including specific cost estimates using hypothetical illustrations for over 1,700 U.S. colleges – and work with you to establish an investment plan that may help you meet your goals.

Retirement Preparation
Planning ahead can be the key to an enjoyable future. As you reach retirement, learn how to roll-over your 401(k) or other retirement plan in a way that may help minimize taxes. Once in retirement, learn how you may maintain the lifestyle you planned for yourself.

My Investment Profile
Let us help you assess and reassess your financial objectives, investment strategy and risk tolerance.

Resource Investments is located at Resource Bank. PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PrimeVest: *Not FDIC insured *May go down in value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. View PrimeVest privacy policy and other important information. Investment Executives are registered to conduct sercurities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerageservices to persons outside of the United States.