Draft:Primavera Financial Services
Submission declined on 12 June 2024 by Bonadea (talk).
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| Submission declined on 10 June 2024 by DoubleGrazing (talk). This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are: Declined by DoubleGrazing 5 months ago.
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| Submission declined on 7 June 2024 by Gobonobo (talk). This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are: Declined by Gobonobo 5 months ago.
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Comment: Please do not resubmit the draft without addressing the reasons it was declined. bonadea contributions talk 21:36, 12 June 2024 (UTC)
 | This article may have been created or edited in return for undisclosed payments, a violation of Wikipedia's terms of use. It may require cleanup to comply with Wikipedia's content policies, particularly neutral point of view. (June 2024) |
Primavera Financial Services (also known as PFS) is a financial advisory firm based in Mount Laurel, New Jersey. The firm currently uses LPL Financial as their broker/ dealer. They previously brokered through Principal Financial Group.[1]. The firm was established in 2021 by Vincent M. Primavera, AWMA®, RICP®. Their motto is "Strategically You." Primavera Financial Services offers financial advice to individuals and business owners. [2]
History
[edit]The company was founded by Vincent M. Primavera in 2021. Primavera Financial Services became independent in February 2023 by opening their first standalone office. PFS had their Grand Opening event on October 19, 2023. Mayor Stephen Steglik and Burlington Regional Chamber of Commerce President, Kristi Howell, were the Masters of Ceremony. The company currently has three employees: Vincent M. Primavera, AWMA®, RICP® as the President/ LPL Financial Advisor; Richard M. Primavera as the Client Relationship Manager, and Chelsea Primavera as the Client Service Specialist.[3]
Services
[edit]The advisory firm serves as a financial planner for individuals, families, and business owners. They currently offer services in insurance, retirement, estate planning, and wealth management. Primavera Financial Services is a family-centric office that creates customized financial strategies.[4]
Designations/ Awards
[edit]Vincent M. Primavera was voted best of Washington Township, NJ in 2017 and 2018.[5] Vincent was voted Top 20 Under 40 in May 2021.[6] Vincent Primavera has earned the Accredited Wealth Management Advisor Designation through the College for Financial Planning. He also has earned the Retirement Income Certified Professional Designation from the American College. [7]
References
[edit]- ^ "SEC Advisor Search" (PDF). SEC.Gov.
- ^ "Chamber of Commerce of Southern New Jersey". Chamber of Commerce of Southern New Jersey.
- ^ Janjua, Fozia (February 1, 2024). "Mount Laurel Newsletter" (PDF). Mount Laurel Township.
- ^ "IGlobal Finance". iGlobal. June 10, 2024.
- ^ "Best of Washington Township". Washington Township Chamber of Commerce.
- ^ "Top 20 Under 40". South Jersey Biz.
- ^ "Indyfin". Indyfin.
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