Primerica Financial Services | Toledo, OH

Service Area: Toledo, OH
Team Size: 10 employees
Business Duration: 48 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
College planning
Annuities
Mutual funds
Home purchase
Tax planning
Trusts or estate planning

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

I treat every new potential client the same, with the same respect. My goal is that every person that meets with me learns something about personal finance and how to improve their individual situation.

There is no charge to meet with me. I also provide a complimentary Financial Needs Analysis to all of my potential clients. It gives the client a financial game plan in all areas of personal finance: debt, investments, and protection.

I love being able to educate people about how money works. I also help individuals and families understand and better manage all aspects of their personal finances.

License

- License Holder: David Dittman
- License Type: Life Insurance (OH)
- License number: #627326
- License Holder: David Dittman
- License Type: Investment Adviser Representative (OH)
- License number: #CRD 0004902112
- License verified on 5/11/2024
- Valid through 5/11/2026

Verification

Background Check
- David Dittman
- Completed on 7/19/2024

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