Primerica Financial Services
Introduction: To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves.
Primerica has been helping Main Street families invest for the future since 1977. While many financial professionals simply aren't interested in working with the middle class, Primerica is committed to helping Main Street families save and invest for their short-term and long-term goals.
Overview
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License verified
47 years in business
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Specialties
Special tax situations
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Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
6 reviews
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LAUREN R.
Apr 8, 2020
Ive been familiar with the Primerica brand for several years.Sarit is easy and pleasant to work with and her dedication, admirable.She really believes in helping people.
Anthony H.
Apr 8, 2020
Expert advice! Correct, they know what their doing. I have no complaints at all. I would recommend Primerica and Sarit Zamir, financial consultant to anyone.
Carla M.
Dec 16, 2016
Sarit explained financial lingo in simple terms to help me make an educated decision. I feel confident that I understood my situation and would recommend Sarit to anyone who lacks financial knowledge due to lack of understanding.
Peggy O.
Dec 19, 2016
Not only is Sarit knowledgeable about the services offered by Primerica Financial Services, she skillfully applies this knowledge to help her clients. She routinely goes above and beyond my expectations.
Emanuel K.
Apr 9, 2020
Sarit is great always takes great care of me she’s the best.
Credentials
License
License Type: Broker (Securities) (OH)
License verified on 7/21/2019
License
License Type: Investment Adviser Representative (OH)
License verified on 7/21/2019
Background Check
Sarit Zamir