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Syracuse
Central New York Magazine
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Rome

Primerica Financial Services

About

Primerica Financial Services in Rome is a local financial services office that puts education first. The team’s goal is to help people make and save money, and it also works with area businesses on holding on to their employees. Much of that work happens in workshops and presentations rather than behind a desk.

Free financial workshops are on the menu, and the team also runs Lunch and Learns, bringing the presentation to a workplace instead of asking people to come in. That approach suits busy Rome-area employers and staff who would rather learn about money at the office than carve out a separate trip.

What to Know

  • Workshops are free, which makes them an easy first step for anyone curious about their finances.
  • Lunch and Learn sessions can be held at a business, so employees do not have to travel.
  • The team’s stated focus includes helping businesses keep the employees they have.
  • It is a member of the Clinton Chamber of Commerce.

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