Primavera Financial Services

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Primavera Financial Services (also known as PFS) is a financial advisory firm based in Mount Laurel, New Jersey. The firm currently uses LPL Financial as their broker/ dealer. They previously brokered through Principal Financial Group.^[1]. The firm was established in 2021 by Vincent M. Primavera, AWMA®, RICP®. Their motto is "Strategically You." Primavera Financial Services offers financial advice to individuals and business owners. ^[2]

History[edit]

The company was founded by Vincent M. Primavera in 2021. Primavera Financial Services became independent in February 2023 by opening their first standalone office. PFS had their Grand Opening event on October 19, 2023. Mayor Stephen Steglik and Burlington Regional Chamber of Commerce President, Kristi Howell, were the Masters of Ceremony. The company currently has three employees: Vincent M. Primavera, AWMA®, RICP® as the President/ LPL Financial Advisor; Richard M. Primavera as the Client Relationship Manager, and Chelsea Primavera as the Client Service Specialist.^[3]

Services[edit]

The advisory firm serves as a financial planner for individuals, families, and business owners. They currently offer services in insurance, retirement, estate planning, and wealth management. Primavera Financial Services is a family-centric office that creates customized financial strategies.^[4]

Designations/ Awards[edit]

Vincent M. Primavera was voted best of Washington Township, NJ in 2017 and 2018.^[5] Vincent was voted Top 20 Under 40 in May 2021.^[6] Vincent Primavera has earned the Accredited Wealth Management Advisor Designation through the College for Financial Planning. He also has earned the Retirement Income Certified Professional Designation from the American College. ^[7]

References[edit]

External links[edit]

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