Primerica Financial Services - Pompano Beach (FL)

Ramona Rivera Needed help with my auto withdrawal for rent. The ap. I had didn’t withdraw the right amount. Susan Hodo helped me with getting it set right. She has always been extremely helpful and is very knowledgeable with banking questions. She is professionable, efficient and always make everyone she deals with feel as though they are her only customers for the day. I trust her with my life! Because of her myself, my ex husband, and both my grown children and grand children use her and mid- Florida for all our banking needs. Thank you for having her on your team!!!

Shreya Ishita Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julios deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through his thesis. Julios professionalism, his attention to detail, and his extensive experience instilled confidence. Thanks to Julios assessment, we confidently chose the investment option with the strongest potential for capital return. Were extremely thankful to Julio for his expert help and would highly recommend him to anyone.

Todd Rentschler I have known Josh for many years, and hes always been top notch to work with! Great at explaining the ins and outs of the financial world, and working to ensure his clients get the best experience possible!