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Vincent M. Primavera, AWMA®, RICP®
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Vincent M. Primavera, AWMA®, RICP®

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My Services

Services

  • Financial Needs Analysis
  • Buy-Sell Review
  • Asset Allocation Analysis
  • Informal Business Valuation
  • Current Policy Review
  • Benefit Check-Up

Solutions

  • 401(k), 403(b), SEP and SIMPLE IRAs
  • Annuities (Fixed & Variable)
  • Life Insurance (term, universal, whole)
  • Group (Life, Health*, Dental, Vision,Wellness)
  • Disability Income Insurance
  • 529 Plans
  • Mutual Funds
  • Long-Term Care Insurance
  • IRAs (Roth, Traditional, Safe Harbor)
  • Retirement Plans
  • Brokerage Accounts
  • Trust Services**

Financial Needs

  • Business Continuation
  • Estate Conservation
  • Buy-Sell Agreements
  • Estate Planning
  • Charitable Giving
  • Retirement Planning
  • College Funding
  • Tax-Deferred Savings
  • Nonqualified Deferred Compensation Plans
  • Income Protection
  • Executive Bonus Plans
  • IRAs (Traditional & Roth)
  • Key Person Insurance
  • Mortgage Protection with Life Insurance
  • Retirement Account Reviews
  • Executive Benefit Strategies
  • Salary Continuation
  • Pension Plans
  • Split Dollar Plans
  • Survivor Income
  • Supplemental Retirement Income
  • Wealth Accumulation Strategies

 

*Health insurance providers are not affiliated with or endorsed by any company of Principal Financial Group®.

**Principal Trust CompanySM is a trade name of Delaware Charter Guarantee & Trust Company, a member company of the Principal Financial Group.

Vincent M. Primavera, AWMA®, RICP® is licensed in CA, CO, CT, DE, DC, FL, GA, IL, IN, LA, ME, MD, MA, MS, NJ, NY, OH, OR, PA, SC, SD, VT, VA  to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities and adviser registered in CA, CO, CT, DE, DC, FL, GA, IL, IN, LA, ME, MD, MA, MS, NJ, NY, NC, OH, OR, PA, SC, SD, VT, VA. 
This site is not a solicitation of interest in any of these products in any other state.
 
IMPORTANT CONSUMER INFORMATION: Vincent M. Primavera, AWMA, RICP may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Vincent M. Primavera, AWMA®, RICP® that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Vincent M. Primavera, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network.

 
Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck