We help families become properly protected, debt free, and financially independent.
We help families in these areas:
* Protection Management - Educating clients about the need for income in the absence of a breadwinner.
* Asset Management - Helping families increase their savings.
* Debt Solutions - Assist clients in offering products to allow them to reduce or eliminate debt to free up money for other important financial needs.
* Income Management - Offering families the chance to increase their income, run their own business and build a legacy for their family.
Keywords: Debt Management, Investment, College Planning, Retirement Planning, Entrepreneurship, Insurance
Interview Q&A
How long have you been in business?
9 Years
What is your primary product or service?
Financial services, as well as, entrepreneurship and business ownership
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Trying to manage my own personal finances and realizing I had a lot to learn. I also took some financial management classes in college that really sparked my interest in personal finance.
How do you differentiate yourself from other businesses in your category and area?
We focus on middle-income families. Many financial services companies will not meet with you unless you have $25,000, $50,000, or more to invest; we can start someone on an investment program for as little as $25/month.
We also provide basic financial education to our clients - How does a 401k work? What is the difference between a Roth IRA and a Traditional IRA? How does your life insurance policy work?
How many locations do you have and do you have plans to expand?
Each office is independently run, so right now we have offices in Perrysburg and Columbus. We have plans to open 2-5 more offices in Northwest Ohio in the next 2-4 years. Findlay, Wauseon, Bryan, and Toledo, as well as into Michigan, are some of the places we plan to have offices in the near future.
Primerica as a company has over 100,000 representatives in 4500 offices in the U.S., Canada, and Puerto Rico.
Provide detailed directions to your location
From I-475, take the Perrysburg exit (Exit #2).
Go north on Rt. 25.
Turn left on W. South Boundary (there is a Marco's Pizza on the corner)
Go about 3/4 mile and we are on the corner of W. South Boundary and Commerce Drive.
What type of payments do you accept?
N/A
Which areas do you service?
All of Northwest Ohio and Southeast Michigan
Who owns your company or runs daily operations?
Primerica Financial Services - Home Office in Duluth, GA.
What are your hours of operation?
N/A
What is the best compliment anyone can give you?
I've learned so much about how money works by meeting with you. I will never get taken advantage of again, financially. I now have hope for my financial future.
What is your favorite quote or Bible verse?
As a man thinketh, so he will be.