Integrative Wealth Partners - Pasadena (CA)

Sean Steen Ive had a great experience with Primerica. Sharon is professional, knowledgeable, and always responsive to my any questions I may have. Primerica offers a wide range of services, from investment advice to retirement planning to refinancing your home. Highly recommended for anyone looking for trustworthy and efficient financial guidance.

Joshua Morn Mike and Kevin are a pleasure to work with. Throughout the entire process, Mike was extremely patient with me. This is the premiere tax service in Bishop and it comes as no surprise that they have served our community for decades. Highly recommended.

Lori Beth Merrill As a fiduciary, I often have new clients who are years behind on their taxes. Mary works in a forensic way methodically and completely catching them up and negotiating with the IRS to minimize penalties and interest. She keeps in good contact to let me know where we are at and her fees are modest. She maintains regular hours and is very affable. Maureen is always a great help in answering questions too! You would be fortunate if she takes you as a client as you can be comforted by her years of experience and knowledge of the latest laws. Mary is the whole package.

alejandro Barajas Ok