Broker Check

Prime Financial Strategies

Your Family Financial Firm

Your Family Financial Firm

6745 Rangewood Drive, Suite 200

Colorado Springs, CO 80918

Phone: 719-260-1747

Phone: 800-377-1258

Fax: 719-260-6436

Prime Financial Strategies, Inc. is a Colorado State Registered Investment Adviser (license # IA334).  Jeffrey B. Marks first incorporated the firm in the state of Colorado in 1989 and currently holds the following professional designations: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Accredited Estate Planner (AEP®).

Jean C. Marks, Jeff's wife, joined PFS in 1995, becoming the first additional family member of the firm.  Jean has an extensive medical background providing a unique perspective to our insurance operations.  15 Years later, Neil J. Marks, Jean and Jeff's son, returned to Colorado Springs to assist the family business and solidified the Family Financial Firm theme.  Now a multi-generational firm, we seek to help all levels of the family structure. 

We have clients all over the United States and maintain securities registrations and insurance licenses in various states as needed to serve our clients.  While we meet with clients at our Colorado Springs location, we also offer face to face client meetings via web conference making it easy to help clients, their parents and their children anywhere in the country.