Prime Financial Services

Just off 86th between 2nd and 3rd, Prime Financial Services sits on a stretch known for brick walk-ups and corner grocers. Independent planners focus on retirement plans, college funds, tax-smart investing, and debt counselling, plus quick portfolio check-ins for anyone juggling multiple accounts. They handle straightforward rollovers when you’re shifting accounts, and if you need to replace lost beneficiaries they’ll walk you through the paperwork without red tape. Mortgage refinancers often stop by to run the numbers before locking in rates.

Walk into 241 East 86th Street for clear charts and candid numbers—no upsell background music or screens rotating case studies. Need to lock in a meeting? Dial (212) 684-4664 and leave your name; they’ll call back within the same business day. The map waits here: Prime Financial Services directions.