Best Financial Services in Toledo

My wife and I are happy overall with Primerica. Our agent Ryan Sopko was very precise and professional. We’ve had life insurance now for 8 plus years. We recently utilized Primerica and Ryan to refinance our home a year ago. Again everyone was professional. If you’re hesitant about anything at all give Ryan a call. He’ll help make you comfortable making a lifelong decision for yourself and/or your family.

I believe we were one of Ryan Sopko's first clients when he joined the Primerica organization. It has been a pleasure to see him being rewarded for all of his hard work. We have been very happy with Primerica's products and customer service. They make it so easy to understand the options for guaranteeing your family's financial well being throughout your lifetime and beyond. All with no pressure. Thank you Ryan and Primerica for taking such good care of us.

My time with Primerica has been a blessing to me. Every member of the teams I've worked with have been highly knowledgeable, and taken the time to listen to my situation to be able to address any concerns I have about my finances. Financial literacy is a subject I believe everybody should be highly educated on, and the Primerica family can help supply or supplement that education.

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The focus and care you receive by David, and the ways in which he can improve your financial needs and goals, are the reasons why I got into this business in the first place. Seeing his clients faces, and the smile and relief they have as they watch their goals come true is awesome to witness. He is comfortable in working with you and helping you improve in any area specific to you, only when he knows you feel comfortable and trust working with him, sharing your own private information.

Dave and his staff are wonderful people. He always keeps me informed and up to date. Highly recommend.

David and his Team hold the Gold standard in financial services and client support!

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We've had a great experience with Melanie. We expected we'd be SOL for retirement after being low income for quite a while, but she helped us work within our comfort zone to make a plan that will take care of our retirement needs. She's very knowledgeable, has a passion for helping people do well financially, and gets to know her clients so she can suggest options they might like to consider. I'd definitely recommend her.

It is so refreshing to see a financial advisor who has their client's best interest at heart! Melanie goes above and beyond to ensure her clients have the best retirement planning, college saving, and invest options available. She is very knowledgeable and highly responsive.

Love, love, love this lady! So passionate about her job and helping people realize their financial needs and goals. Love her secretary Kellie as well, super customer service!!!

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