Prime Capital Financial
Strategic planning across investments, taxes, retirement, and beyond, so nothing falls through the cracks.
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Connect with a local advisor on Al’s team for a free, no-obligation consultation.
Connect with Al’s Team
When it comes to asset management, everything we do starts with understanding our clients and their objectives. We have three main divisions that allow us to work with individuals, businesses, and plan participants. We strive for the best in every market we serve and believe in bringing simplicity into an industry that can be complex.
Our entrepreneurial, team-oriented approach to wealth management, retirement plan consulting and financial wellness means that you have access to the resources that you need. We believe that every client has unique financial goals which is why we believe in collaboration. Our end goal is the same as yours – to help you achieve your life’s ambition. We look forward to helping you achieve yours.
Hi. We’re Prime Capital Financial.
We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.
We are proud to provide a wide range of solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to help guide you to the financial freedom you need and deserve. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S. Click here to learn more about who we are!
Alfonso Burgos, AAMS®, CMFC™, CRPC™
Financial Planner
aburgos@primefinancial.com
Alfonso Burgos is a financial planner with over two decades of experience in financial and retirement planning, investment management, tax planning, insurance guidance, and estate planning. He holds a Bachelor of Arts in English from the State University of New York at Geneseo and has earned the AAMS®, CMFC™, and CRPC™ designations.
Since 1999, Alfonso has been committed to helping clients and their families make informed, strategic financial decisions on their futures. He takes a personalized approach, focusing on education and active listening to better understand his clients’ goals.
Outside of work, Alfonso enjoys spending time with his family, traveling, hiking with his children and dogs, and cooking. An avid reader and fluent in Spanish, he values both personal growth and meaningful connections with those around him.
Carol brings a wealth of experience in customer service and operations, along with a strong background in managing a variety of financial accounts. She recently worked for Edelman Financial Engines as an Executive Client Service Associate, which equips her with the skills and knowledge to assist you effectively.
Originally from Chicago, Carol and her husband, Jay, now call Georgetown, Indiana, home. When she’s not assisting clients, she enjoys hiking and hanging out with their Labradors and Pointer.
Carol Fedor
Sr. Client Service Specialist
cfedor@primefinancial.com
