Primacy Financial is a financial planning practice based in West Seneca, New York, using this marketing name through representatives of Northwestern Mutual. Its approach starts with clients’ goals and values, then develops a written, long-term plan designed to bring clarity and guide decisions through different stages of life. The practice works with individuals and business owners, with a focus on advanced retirement planning, business owners’ financial needs, and the opportunities and challenges facing medical professionals.

Services include fee-based financial planning, wealth management, retirement planning, and business planning. Planning may address strategies to help protect and grow wealth, coordinate personal and business finances, and plan for retirement income and taxes. Primacy Financial describes its process as setting clear goals, identifying suitable solutions, implementing the plan, and providing ongoing attention to progress. Its representatives may provide investment advisory, brokerage, and insurance services through Northwestern Mutual entities, depending on their appointments and licenses.