Prime Financial Solutions

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Prime Financial Solutions

Prime Financial Solutions Prime Financial Solutions Prime Financial Solutions

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About Us

Prime Financial Solutions

Strategy and Business Consulting for Sustainable Value


Prime Financial Solutions first-class business consulting services help businesses accelerate growth and realize sustained value creation with winning tools and strategies delivered by the best-in-class business consultants.

Our purpose is to help more and more people experience financial well-being.

Our team will look at the whole picture of a client's business profile, including debts, assets, expenses and income, to help our clients determine what those goals should be. We help our client's reach their financial goals sooner by providing strategies and business resources to create more wealth, reduce costs, and or eliminate debts.

Who we are
Our Contribution
Who We Serve

Who we are

Robert A.

As the Founder and CEO, Robert brings over 30 years of experience. This experience enables him to develop a flexible and adaptable approach towards the clients' business goals and objectives.  As a business coach, Robert has a proven formula for success that has helped leading executives and business owners scale their businesses twice as fast as their competition.

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Paula M.

Paula began her finance career in April 2007 at Sorensen Limited Partners. Paula brings a very unique set of skills to PFS, capable of providing long-term business solutions in the most efficient manner with high results.

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Jeff S.

Jeff began his business career in April 2010 at Gage Ltd.  Jeff has excelled at navigating complex business situations and providing sound business advice to over 150 small business owners. 

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Our clients

Here at Prime Financial Solutions, we provide professional services and resources in various business areas, most prominent among which are small business, non-profit, and professional services.

We also provide advice to help non-business owners manage their money and plan for the future.

We help our clients both business owners and non-businesschart a course for all their financial needs.

We're team members

We are a team that is laser-focused on providing innovative financial solutions and resources to our clients. We're equally as dedicated to supporting each of our team members during their time at PFS.

We're hard workers

Here at Prime Financial Solutions, we go beyond just satisfying our clients, we deliver on what they want, before they even know it. We empathize with our partners and clients, and we invest in their success. 

Our Contribution

Financial Security

Sustainable Outcomes

Sustainable Outcomes

Do you want financial stability? Our goal is to help our clients become free of debt and have the ability to comfortably pay off monthly expenses. We believe people should have enough money to cover their expenses, emergencies, and retirement without fear.

Sustainable Outcomes

Sustainable Outcomes

Sustainable Outcomes

We generate support and adoption of actions required to mobilize long-term finance and investment for sustainable development for clients.


Credit Counseling

Sustainable Outcomes

Credit Counseling

We help our clients to consolidate debt, reduce monthly payments, and find solutions for managing debt. 

We offer a common set of services, including financial education, budgeting assistance, and debt management.

Planning Futures

  • We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
  • Financial Planning
  • Credit Counseling
  • Commercial lending


As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Who we serve

Individuals and Families

Individuals and Families

Individuals and Families

Investing for retirement, a new home or a child's education. 

Local Businesses

Individuals and Families

Individuals and Families

Our core services includes business planning, employee training, improving sales and operations.

Non-Profits

Professional Services

Professional Services

Strengthen your non-profit by bringing people, fundraising and strategy together.

Everyday is a challenge where you experience new things. Let us help you strengthen your contingency plan.

Professional Services

Professional Services

Professional Services

Our prospectives from connected operational subject matter experts bring an innovative, efficient approach to facilitating consistency across a portfolio,


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