Sandra Cecilia Benitez is a seasoned financial industry veteran with over 35 years of experience and serves as a Senior National Sales Director at Primerica in Palmdale, California. Primerica is one of the leading financial services firms that offer comprehensive guidance and education to approximately 2.5 million clients, helping them achieve their financial goals and secure a better future. The firm is dedicated to providing tailored, confidential solutions that meet the unique needs and desires of each individual or family. With a presence in Hawaii, Maryland, Michigan, California, Alabama, Arkansas, Arizona, Florida, Nevada, and Texas, Primerica is well-positioned to serve a broad range of clients across the United States.
3 Best Financial Services in Palmdale, CA
Expert recommended Top 3 Financial Services in Palmdale, 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.
SANDRA CECILIA BENITEZ - PRIMERICA REVIEWS
Sandy Benitez provides best financial services must recommended.
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Rocio Montagner is a skilled financial advisor who joined Edward Jones in 2014, initially serving as a financial advisor in Palmdale. Rocio has over 21 years of experience in the financial industry. Her proven client-first approach has helped her build a thriving business over the years. Rocio Montagner is dedicated to serving the needs of long-term investors and building lasting personal relationships with her clients and their families. She provides tailored financial guidance and a high level of personal service to ensure her clients receive the best possible support. Rocio Montagner and her team work closely with clients to identify their needs, assess their risk tolerance, and understand how their current financial situation is impacted. Contact her to schedule an appointment and receive customized financial guidance.
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Sat: By Appointment Only
Sun: Closed
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ROCIO MONTAGNER - EDWARD JONES REVIEWS
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Taylor Wealth Management is renowned for its exceptional financial services located in Palmdale. Over the years, they have helped millions of clients invest billions of dollars, empowering them to pursue their most important goals. Taylor Wealth Management provides a range of personalized financial advice and solutions, including investments, insurance, annuities, and banking, designed to meet their client's unique needs. They offer personalized one-to-one financial advice and tailored recommendations, helping clients take the uncertainty out of planning for their financial future. Taylor Wealth Management focuses on helping clients achieve their financial goals and feel confident, connected, and in control of their economic life. They also offer regular meetings to support and address clients' financial needs. Clients can access their team at any time to discuss their individual goals and receive customized financial guidance.
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Thu-Sun: Closed
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TAYLOR WEALTH MANAGEMENT REVIEWS
They are proud to be associated with a firm known for its service and how it relates to clients.
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