Primerica Financial Services
5017 S McColl St, Edinburg, TX 78539-7884, US
About This Business
Primerica Financial Services, operating through its affiliates PFS Investments Inc. (PFSI) and Primerica Brokerage Services, Inc. (PBSI), offers a comprehensive suite of financial services designed to help individuals and families achieve their long-term financial goals. With a strong commitment to doing what's right, Primerica provides its clients with easy access to their investment fund accounts online, anytime and anywhere, through the Shareholder Account Manager (SAM) platform. This intuitive tool enables users to view their account balances, complete transactions, access transaction history, and retrieve important messages and forms. As a registered broker-dealer and investment adviser, and a member of FINRA/SIPC, PFSI is dedicated to delivering advisory services of the highest standard, including sponsorship of the Primerica Advisors Lifetime Investment Program. Through its affiliation with Pershing LLC, PBSI offers brokerage services that are both reliable and efficient. The company's representatives, who are supervised persons of PFSI, are passionate about helping clients navigate the complexities of financial planning, ensuring that they receive personalized advice tailored to their unique needs and objectives. With its headquarters located at 1 Primerica Parkway, Duluth, Georgia 30099-0001, Primerica Financial Services is well-positioned to serve a diverse range of clients across the United States. By combining cutting-edge technology with a deep understanding of the financial services industry, Primerica is empowering its clients to take control of their financial futures, making informed decisions that will have a lasting impact on their well-being and prosperity. Whether you are seeking to build wealth, protect your assets, or plan for retirement, Primerica Financial Services is committed to providing the expertise, guidance, and support you need to achieve your goals. With a proven track record of delivering exceptional results and a steadfast commitment to its core values, Primerica Financial Services is an exemplary model of excellence in the financial services sector.
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Customer Reviews
1 total reviews
Samantha Investor
June 05, 2025A Game Changer for My Financial Future
I've been using Primerica Financial Services for a while now, and I must say, their Shareholder Account Manager (SAM) platform has been a total game changer for me. As someone who's not super familiar with investment fund accounts, I was a bit nervous about managing my finances on my own. But with SAM, I can easily view my account balances, complete transactions, and access my transaction history - it's so user-friendly! The advisory services offered through the Primerica Advisors Lifetime Investment Program have also been incredibly helpful. My representative has been knowledgeable, supportive, and always available to answer my questions. I appreciate how Primerica Financial Services operates with transparency and integrity, living up to their motto 'We Do What's Right.' Their commitment to customer satisfaction is evident in every interaction I've had with them. The fact that they're a registered broker-dealer and investment adviser gives me peace of mind, knowing that my investments are in good hands. I've already recommended Primerica Financial Services to my friends and family, and I'm excited to see how their services will continue to evolve and improve over time. Overall, I'm thoroughly impressed with the level of service and expertise provided by Primerica Financial Services, and I'm grateful to have them as a partner in my financial journey.
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Company Information
Address
5017 S McColl St, Edinburg, TX 78539-7884, US
Added
June 05, 2025