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April Is National Financial Literacy Month

NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

As NAIFA members, Primary Financial advisors subscribe to NAIFA’s Code of Ethics and will participate in NAIFA-NJ events, as well as NAIFA’s annual Congressional Conference. They will contribute to NAIFA’s powerful advocacy voice in New Jersey and at the federal level. Primary Financial advisors will also enjoy all the other benefits of membership, including professional development programming, and will be featured in NAIFA’s Advisor Today media platform.

“We are pleased to welcome Primary Financial and its financial professionals to our community of NAIFA advisors,” said NAIFA President Tom Michel, LACP. “The advisors of Primary Financial are highly successful professionals, who reflect well on our industry as they help their clients achieve financial security and prosperity. They are exactly the type of members who make NAIFA the premier association for insurance and financial professionals in the United States.”

Primary Financial is a team of financial professionals who provide comprehensive financial planning for families, retirees, entrepreneurs, and small businesses. They offer everything from insurance and investments to retirement and estate planning.

“At Primary Financial we appreciate all of the great work that NAIFA does to promote our industry and the success of insurance and financial professionals, so we are excited about this relationship,” said Primary Financial Managing Partner Edward Barrett, ChFC. “Everyone at Primary Financial is interested in reaching their greatest potential while supporting an industry that has given us a great deal of success. Being active and engaged NAIFA members is a part of that, so it made sense for our whole firm to join and for Primary Financial to become a NAIFA 100% Agency.“

Read the Advisor Today profile highlighting Primary Financial's pathway to success and decision to become a NAIFA 100 % Agency. 


ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels.

ABOUT PRIMARY FINANCIAL: Combined with Penn Mutual's pioneering stability since 1847, Primary Financial 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.



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