3 Best Financial Services in Fontana, CA

Expert-recommended Top 3 Financial Services in Fontana, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

7+ YEARS IN TBR
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NOEMY RUBIO

PRIMERICA 7740 Edison Avenue, Suite 101,
Fontana, CA 92336 Directions

Since 1988

Specialty:

Term Life Insurance Financial Needs Analysis Comprehensive Strategy Income and Retirement Protection Debt Solutions Education Funding Mutual Funds Annuities Managed Investments Traditional and Roth IRA 403(b) and 403(b)(7) Plans College Savings Plans

"Noemy Rubio is a financial planner at Primerica Fontana, providing retirement plans. Her approach is education-based, equipping clients with financial tools to achieve their desired goals. By allowing clients to choose professional asset managers and models, she helps them fulfill their investment and financial objectives. The financial planning team at Primerica is dedicated to optimizing investment portfolios, growing savings, and minimizing lifetime taxation, offering only solutions that meet clients' most significant financial requirements at competitive prices. If your needs change, Primerica can adjust your investment strategy and model selection accordingly. You can contact them for a consultation without any obligation to determine whether they are the right fit for you.

2026 Highlights: Noemy Rubio is a Life Insurance Representative."

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License #0A86208

Contact:

(909) 355-6639 (951) 316-9975

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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PERRY WATKINS JR

PRIMERICA 7337 East Avenue B,
Fontana, CA 92336 Directions

Since 2010

Specialty:

Managed Investments Education Funding Term Life Insurance Mutual Funds College Savings Plans Income and Retirement Protection Financial Needs Analysis Annuities Comprehensive Strategy Debt Solutions

Perry Watkins Jr is the Regional Vice-President of Primerica. He wanted to help his neighbors with their financial and life goals with a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, Perry Watkins can help find the financial solutions that meet your needs. He prides himself on providing excellent customer service to each person who walks through his office doors. He strives to treat each customer the way they deserve with respect and integrity. He welcomes Fontana residents to call or visit his office to see how he can help them achieve their financial goals and dreams.

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License #0G95182

Contact:

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IRMA LETICIA VELAZQUEZ

PRIMERICA 7740 Edison Avenue, Unit 101,
Fontana, CA 92336 Directions

Since 2012

Specialty:

Investment Management Annuities Mutual Funds Traditional IRAs and Roth IRAs 403(b) and 403(b)(7) Plans College Savings Plans Life Insurance

2026 Highlights: Irma Leticia Velazquez is a Financial Representative at Primerica. She helps neighbors and the residents of Fontana and the surrounding communities with their immediate and long-term life insurance needs. She uses complimentary and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals. Primerica has been committed to helping families save and invest for their futures since 1977. Primerica offers affordable coverage options and discussing their financial goals. Primerica was recognized as TIME Best Financial Services in 2026.

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License #0I40345

Contact:

(909) 360-3512 (909) 633-0675

Mon-Fri: 10am - 6pm
Sat: 9am - 3pm
Sun: Closed

TBR® Inspection Report: