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Primerica Financial Services

Financial planner● Unknown Hours
5.0(45)
Primerica Financial Services

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By owner
Street View & 360°

What reviewers say

Customers consistently praise Primerica Financial Services for trustworthy, professional, and locally focused financial advice, particularly highlighting Ernesto's expertise and service quality.

Themes summarized from customer reviews (sample of 8)

Is Primerica Financial Services trustworthy for life insurance and retirement planning?

Multiple customers describe Primerica as trustworthy, noting honest and helpful service that made them feel safe. They specifically mention affordable life insurance plans and guidance on Roth IRAs.

Source: 8 of 8 reviews • Confidence: high (explicit mention)

How experienced is Ernesto as a financial advisor?

Several reviews highlight Ernesto's long-term service, spanning over three years, and his role in providing financial education and assistance with life insurance and retirement accounts.

Source: 7 of 8 reviews • Confidence: high (explicit mention)

Does Primerica offer a professional and supportive office environment?

Guests often mention a clean, professional office atmosphere and excellent client services, emphasizing thorough financial planning and a helpful team.

Source: 6 of 8 reviews • Confidence: high (recurring theme)

Is Primerica considered the best financial planner in the valley?

Multiple reviews claim Primerica is the best in the valley, praising its superior client solutions and customer service, with particular emphasis on local presence and personalized attention.

Source: 5 of 8 reviews • Confidence: medium-high (recurring theme)

Ratings

5.0

5.0

45 reviews

5
45
4
0
3
0
2
0
1
0

Location

35325 Date Palm Dr SUITE 213, Cathedral City, CA 92234

Cathedral CityCA92234

Hours

Monday9 AM–9 PM
Tuesday9 AM–9 PM
Wednesday9 AM–9 PM
Thursday9 AM–9 PM
Friday9 AM–9 PM
Saturday9 AM–12 PM
SundayClosed

Popular Times

Amenities & Details

Service options

Online appointmentsOnsite services

Accessibility

Wheelchair accessible entranceWheelchair accessible parking lotWheelchair accessible restroomWheelchair accessible seating

Amenities

Restroom

Planning

Appointments recommended

Parking

Free parking garage

Details

Plus Code
QGRR+GG Cathedral City, California
Timezone
America/Los_Angeles
Google Place ID
ChIJDe0hYy4d24AR1awuDMy3ZMo

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