Primerica Financial Services - Winter Park (FL)

Chase Shelly John is awesome! He’s a great guy who truly cares about his career and his clients. I would totally recommend him if you are looking for a financial advisor.

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Hans Pierre The school system is great, and my coaches are beyond experienced and role models. The people for the most part are very home oriented and very chill. Nice places to hang out and relax your mind, and much safer than Duval. Police here are very understanding, but doesnt play. Lots of history and cool things about this. Cove life

Dennis Fleetwood Shelly was wonderful and very helpful got my the money that I needed and a little extra. She was very direct with the information she gave me. I highly recommend this place they are very lovely ladies Shelly was so sweet

Asheleigh Mulkey We just recently switched to this local credit union after being with a big branch bank for years. I regret that we didn’t switch sooner!! The service we have received has been phenomenal! Every time we walk in, no matter what teller is at the desk, they greet me by name before I even tell them any info. They respond to messages within minutes and are always so nice. The personal touches they provide is something a big branch bank could never provide. I’m so glad we decided to go with them and I just know we’ll be lifelong customers now!

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Bailey Moore Charley & David have been a real asset for me and my clients. They are a pleasure to work with, professional and delivers on time, which is paramount in todays competitive real estate market. Charley is creative and goes above and beyond to ensure his clients receive top notch service/loan products, a seamless process and successful outcome.

sergio guerrero The worst financial institution with the worst products in addition to high interest rates, I have been paying a loan for 3 years, not even the pandemic has made me stop paying the installments, it is worth mentioning that within my installments I pay for insurance that they offer in case I have a medical problem, something happens and I cannot pay my installments because that day arrived, February 10, I had a stroke and I was in the hospital for a week and even so, I have not stopped paying February and March but already April it is becoming difficult for me to pay because I said I am going to collect the insurance, it turns out that I applied, I went to my doctor, he filled out the form with the information he had but some fields were left to fill out because it did not correspond to him but he did fill in the most important ones, such as the diagnosis, the date he gave me, the hospital where I was, the information of the therapies, etc., well, it turns out that they are attending to the fact that they did not put the day they disabled me and when until when I will be out of work, which seems stupid to me because if I had a stroke on February 10, since what day did I start the Disabled? And I dont know when Ill be discharged because the therapists are asking for six more weeks of therapy, and I have an appointment with the neurologist until June for a checkup. Theyre shameless. I spoke with an insurance representative, and it was agreed that they want that filled out, but the general practitioner cant fill out information from the hospital or the specialist. I have an appointment until June of this year. I told her I could send her the hospital documents, but they wont accept anything.