Firm Disclosures

 
 
 
 
 
 
 
  
 
 
  
  
 
 
 Garrett Fuhrman 
 
May 7, 2026
 
 
 Trustindex verifies that the original source of the review is Google. 
These guys were very great and transparent about giving you advice for any financial or investment ideas. Would recommend!
  
 
  
 
 
  
  
 
 
 Joshua Hyatt 
 
December 18, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Chip and Jamie were great to work with. They both listened to my goals and gave exceptional guidance. They were very understanding and took plenty of time to get to know me as a person!
  
 
  
 
 
  
  
 
 
 Catherine Yamasaki 
 
August 27, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Chip & Jamie Hunt (father & son) have always greeted us at the door of their office, with a smile and an eagerness to assist us with all our financial needs. Chip (the father) is extremely professional, has a quiet and calming demeanor, and is a wonderful listener. He addresses all of our financial questions and we feel confident with Chip’s vast knowledge of the markets, we are being advised as to what is best for our family’s future. Jamie (the son) is quite proficient on the technical side; (ie: grafts, charts, trends, computer knowledge) and is quite up-to-date on where we need to be to have a comfortable and reliable retirement.   Chip and Jamie bring a complete package of knowledge to the table that allows us to feel confident that we are making the best decisions necessary for our future. They are both good people that really care and love their work. We are grateful to have them in our community.
  
 
  
 
 
  
  
 
 
 Frank Cozz 
 
August 6, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Chip & Jamie are highly competent professionals.  We chose them over two other very large organizations with similar competence because they offered us solid and practical advice for our multi-national firm.  The end result is that we are very comfortable that we have fulfilled our fiduciary obligations, we have made prudent choices for our members and we have streamlined our plan to make it more accessible and attractive to our employees.  In short, we can without reservation recommend PrimeTrust Advisors as a top notch advisory firm.
  
 
  
 
 
  
  
 
 
 Hal Singley 
 
July 18, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
I have worked with PrimeTrust for many years. They serve as my companies investment advisor and we have been so happy with their advice. I also use them for my personal retirement planning and have been so impressed with the detailed plan they prepared. It’s so comforting to know you are on the right path!  I highly recommend them
  
 
  
 
 
  
  
 
 
 Hannah Jeffries 
 
June 13, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Chip and Jamie are awesome! We've been using them for years and recommend them to everyone we know!
  
 
  
 
 
  
  
 
 
 Bobby Godbee 
 
May 23, 2025
 
 
 Trustindex verifies that the original source of the review is Google. 
Chip and Jamie have guided us for over a decade now on our financial planning and retirement.  With their help, my wife was able to retire a year early and I was able to retire 6 years early!  Highly recommended.
  
 
  
 
 
  
  
 
 
 Breean O'Neill 
 
January 10, 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
If you're looking to plan for your future, my husband and I HIGHLY recommend Prime Trust Advisors. We gained so much knowledge and confidence after working with them and truly believe we are headed in the right direction for our family. Their local, personalized approach made us feel comfortable discussing finances and long-term plans without feeling like we were being "sold" on anything. They've truly helped us in a way that we didn't think was possible!
  
 
  
 
 
 
 
 
 
 Google rating score: 5.0 of 5, based on 17 reviews