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Our Value Promise

At PrimeauMayer Financial, the interests of the client—and only the client—are the basis for our recommended steps forward. 

Our goal is to help you achieve your dreams, and we start by listening. It's vital that we understand your values, desires, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation.

We understand the challenges families, professionals, and businesses face today.  From managing debt and liquidity to optimizing retirement income, these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. Our process and efforts are focused on you, the client, and your satisfaction.

 In these challenging financial times, our value promise is to help you make a significant impact on your financial success despite future market volatility.

Our Professional Code of Ethics

As professionals actively engaged in continuing education, we are committed to living and working by The Canons and Professional Pledge of The American College of Financial Services®:

The Professional Pledge

"In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself."

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