Primary Financial is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial and Primary Financial are unaffiliated with HTK.
| Website | http://www.primaryfinancial.net |
| Revenue | $12.2 million |
| Employees | 32 (2 on RocketReach) |
| Founded | 2013 |
| Address | 110 Fieldcrest Ave Suite 20, 3rd Floor, Edison, New Jersey 08837, US |
| Phone | +1 732-225-0777 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Financial Services, Financial Planning, Financial Advisory, Investment Solutions, Wealth Management, Investment Management, Financial Consulting, Retirement Planning, Asset Management, Portfolio Management, Retirement Solutions, Financial Security, Wealth Preservation, Investment Strategies, Estate Planning, Insurance Services, Insurance Products, Risk Management, Long Term Care, Tax Planning |
| Competitors | SoFi, Upstart, Affirm, Discover, Avant, GreenSky®, Prosper Marketplace, LightStream, First Trade Union Bank, Marcus +37 more (view full list) |
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The Primary Financial annual revenue was $12.2 million in 2026.
2 people are employed at Primary Financial.
Primary Financial is based in Edison, New Jersey.