Primerica Financial Services
About
Primerica Financial Services in East Syracuse is built around financial coaching. The aim is to explain how money works in plain terms and hand families the tools to reach their own goals. Sessions focus on getting a household’s finances organized in a way that is easy to follow, with a clear picture of where things stand now and where they could go.
Clients are meant to leave each meeting knowing what their objective is, what has been put in place and why. Beyond one-on-one coaching for families, the office also runs financial wellness workshops for businesses, which makes it a handy contact for local employers who want to help their teams with money basics.
What to Know
- Personal financial coaching is aimed at helping families see their whole financial picture in one place.
- Financial wellness workshops are available for businesses that want to teach employees about money.
- The coaching approach stresses knowing the objective, the plan and the reason behind each step.
- It is a member of CenterState CEO and the Greater Camillus Chamber of Commerce.
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