Primerica

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Investments, Auto Insurance, Financial Services

CLOSED NOW

Today: Closed

Tomorrow: 10:00 am - 2:00 pm

(814) 308-0800Call Visit WebsiteVisit Website Map & DirectionsDirections1609 N Atherton StState College, PA 16803

Hours

Regular Hours

Mon - Fri:	10:00 am - 2:00 pm
Sat - Sun	Closed

Places Near State College with Investments

University Park (3 miles)
Lemont (6 miles)
Julian (7 miles)
Pine Grove Mills (8 miles)
Boalsburg (9 miles)
Fleming (11 miles)
Port Matilda (14 miles)
Pennsylvania Furnace (15 miles)

More Info

Email

Extra Phones

Fax: (866) 847-7769

Services/Products

Our Mission: To help families earn more income and become properly protected, debt free and financially independent. Ask about our financial wellness workshops and our complimentary Financial Needs Analysis.

Brands

Primerica Financial Svc

Location

We are located on N Atherton St next to Champs Restaurant across the street from Best Buy

Associations

CBICC

Other Links

Contact information

Our business opportunity

Financial Wellness Workshops information

Categories

Investments, Auto Insurance, Financial Services, Life Insurance, Long Term Care Insurance

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Details

Phone: (814) 308-0800

Address: 1609 N Atherton St, State College, PA 16803

Website: Contact information

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Primerica

Roth IRA
PFS Investments offers 529 Plans for tax-advantaged investment accounts designed for education savings. 529 Plan accounts offer tax-free withdrawals and other benefits when used to pay for qualified education expenses. You can use a 529 Plan to pay for college, K-12 tuition, apprenticeship programs, and even student loan repayments. Any leftover funds can be used in different ways, including funding a Roth IRA.

Investment Management
Mutual Funds
Numbers reflect the combined totals or daily average, as indicated above, as of, or for the year ended, December 31, 2022, for the following affiliated companies: Life Insurance: National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York; Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions; Primerica Life Insurance Company of Canada (Head Office: Mississauga, ON) in Canada. Investments: In the United States, securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001; In Canada, mutual funds are offered by PFSL Investments Canada Ltd., mutual fund dealer, and segregated funds are offered by Primerica Life Insurance Company of Canada, Head Office: Mississauga, ON. Each company is responsible for its own financial obligations.
Bonds

Financial Planning
The Financial Needs Analysis ("FNA") is designed to assist in identifying financial needs and goals to make better informed decisions. An FNA is developed based on information provided by clients, as summarized on data input pages, and on certain generally accepted assumptions and reasonable estimates. It is provided as a complimentary, no-obligation service by Primerica. The FNA is not a financial plan. The FNA should be construed as a guide to use in deciding how best to attain financial goals. Sales representatives are compensated through commissions or referral fees on the sale of financial service products offered by or through Primerica and its affiliated companies or through advisory fees associated with investment advisory accounts. Sales representatives are not financial planners, financial consultants or similar specialists who provide financial planning services and whose compensation may be unrelated to sales.
Annuities
PFS Investments offers four kinds of annuities products: variable annuities, index-linked variable annuities, fixed annuities, and fixed indexed annunities...
Long Term Care
The American Council of Life Insurers (ACLI) is a Washington, D.C.-based trade association with approximately 300 member companies operating in the United States and abroad. ACLI advocates in federal, state, and international forums for public policy that supports the industry marketplace and the 75 million American families that rely on life insurers’ products for financial and retirement security. ACLI members offer life insurance, annuities, retirement plans, long-term care and disability income insurance, and reinsurance, representing more than 90 percent of industry assets and premiums.
Asset Management
Mutual funds are an effective long-term savings vehicle. Mutual funds are a great way to "become an owner, not a loaner." They give average families access to an investment vehicle with access to professional asset management*.
College Funding
PFS Investments Inc. is dually registered as a broker-dealer with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) (PFSI), and as an SEC-registered investment advisor doing business under the trade name "Primerica Advisors". PFSI offers mutual funds, variable annuities, college savings plans and employer-sponsored retirement plans to the saving and investing public. Primerica Advisors offers a managed account wrap fee program marketed as the Lifetime Investment Program.

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