Primary Financial Revenue and Competitors

Edison, NJ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Primary Financial's estimated annual revenue is currently $6.4M per year.(i)
  • Primary Financial's estimated revenue per employee is $168,000

Employee Data

  • Primary Financial has 38 Employees.(i)
  • Primary Financial grew their employee count by -7% last year.

Primary Financial's People

NameTitleEmail/Phone
1
Project ManagerReveal Email/Phone
2
Financial Services ProfessionalReveal Email/Phone
3
Managing PrincipalReveal Email/Phone
4
Protecting Entrepreneurs, Real Estate Professionals and Their Families | Life & Disability InsuranceReveal Email/Phone
5
Case Design SpecialistReveal Email/Phone
6
Field Administrative AssistantReveal Email/Phone
7
Financial Services ProfessionalReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Financial Services ProfessionalReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$39.3M1709%N/AN/A
#2
$8.2M49N/AN/AN/A
#3
$2.4M180%N/AN/A
#4
$9.8M526%N/AN/A
#5
$5.7M3410%N/AN/A
#6
$45.3M196-1%N/AN/A
#7
$10.4M5512%N/AN/A
#8
$8.2M49-2%N/AN/A
#9
$0.6M6N/AN/AN/A
#10
$8.1M4850%N/AN/A
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What Is Primary Financial?

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That?s where Primary Financial comes in. Combined with Penn Mutual's pioneering stability since 1847, our firm stands out as a premier financial organization in New Jersey. With over 30 years of success as a pillar of financial guidance, we take pride in helping our communities pursue the type of financial future they've dreamed about. Our primary purpose is to help you protect the things you love through thoughtful plans that evolve throughout all the stages of your life. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. For more information about our firm and our services, please call or send us a message. We would enjoy learning about your goals and exploring how we can help you grow and protect what matters most. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 110 Fieldcrest Ave, 3rd Fl, Ste 20, Edison, NJ 0883. 732-225-0777. Primary Financial is unaffiliated with HTK. 2543655AL_JUN21

keywords:N/A

N/A

Total Funding

38

Number of Employees

$6.4M

Revenue (est)

-7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Primary Financial News

2022-04-20 - The Primary Care Debate Must be About More than Funding

I am impressed that such discussion and debate is often limited to the admittedly important financial implications of prioritizing funding for...

2022-04-20 - More work is needed to improve our financial literacy

Earlier this month, the state General Assembly nearly made a huge stride in inserting basic money, credit, insurance and budgeting education...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.9M3858%N/A
#2
$7.6M3812%N/A
#3
$10M3911%N/A
#4
$3.5M390%N/A
#5
$3.8M400%N/A