Prime Wealth Advisors

Peggy P 

on BBB

2 months ago

** 2023 I had an annuity mature that I initiated with *****@ Prime Wealth, before the annuity matured ********* met to discuss what I should do next, *****is very forceful.On his recommendation I signed paperwork to roll over my annuity into another one. The following day I had changed my mind because I didn't want to tie up the only money I had after my husband's death, scared. When I called *****to say I changed my mind, he wanted to know why, tried to convince me that this was a great product & eventually his demeanor cha... read more

Annette M 

on BBB

2 years ago

*********************** has been doing our taxes for a long time (8 years?). This past year as we were discussing our taxes and investments, he asked us if we had considered the tax ramifications of making a certain financial decision or if our financial advisor even asked. We told him, No. He casually mentioned that all those services were provided right there **************! I dont know why, but it never even occurred to us to have an entire team overseeing our total financial picture! Since we met with Orion Willis, our a... read more

Robert M 

on BBB

2 years ago

We have been clients of the Prime Wealth Advisors Financial family since 2017. Best decision for our financial security we could have made. As soon as you walk in the front door, you immediately feel comfortble and at ease. The courteous staff makes you feel at home. Orion Willis and his team take time to make sure you fully understand the strategies of a complex market. You aren't taken for granted and your concerns/goals are fully addressed. It's obvious that ***** is extremely knowledgeable about various investment strate... read more

Vicky M. 

on BBB

2 years ago

I found Prime Wealth Advisors when I moved back to ******* in 2020. I was a new widow and I needed help rewriting a trust. I met ******************************* who was just great and very kind. He introduced me to Orion Willis, who took over my financial planning. Orion is awesome and caring. Then *********************** took over my taxes and he is very nice . These office is great because everything you need is right there together. These men and their staff, are kind, courteous, smart and professional. They will do their... read more

Olga M 

on BBB

2 years ago

Prime Wealth Advisors took us from a tanking portfolio to a gaining portfolio. Which was great, but the main thing that sold me was that every move was reviewed by the onsite CPA, then was able to work with same team and an Estate Lawyer to get my trust done. highly recommend