Primerica Financial - Miami (FL)

Eddie Francis The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough!

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Kate Kevin had been my financial advisor for years. I trust him implicitly. He takes care of me like family.

Crystal Plunkett Tax one is the best i love receiving their flyers every year to go do my taxes . Great reminders

Luiz Hernandez I Have been insured with them and they are really great at what they do. Sarah and Maria are both very knowledgeable in anything I ask regarding my policy. They are so amazing at giving the best customer service 10/10!! Will continue to recommend you guys to everyone!! Thank you guys for what you do.