Vincent M. Primavera Qualifications

I have been working with individuals and businesses in the area for over a 15 years.

I find it very important to continue to educate myself on the newest aspects of financial services.  I have completed the Accredited Wealth Management Advisor (AWMA®) designation to help assist with high net-worth planning strategies.  I have also completed the Retirement Income Certified Professional (RICP®) designation to assist with various aspects of retirement planning.

Along with continuing education, I continue to frequently attend seminars conducted by the Philadelphia Federal Reserve, Principal Global Investment Management, National Association of Insurance and Financial Advisors, Society of Financial Service Professionals, and various other industry groups.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my commitment to provide clear, transparent, easily understood explanations of financial products and services. The personalized program that I work with you to develop can help you work towards a more secure financial future.

I'm looking forward to using my experience to help you pursue your financial goals.