BrokerCheck

WHO WE ARE

WHO WE ARE

When we started our business, we set out to fill a void in the financial services industry. We were frustrated with how the industry treated the average investor and we wanted to do better. Since then, our mission has been to treat every client with the highest degree of honesty, integrity, and transparency. Highlighted are some of the differences you can expect when working with PrimeVision Financial Group.

PrimeVision Financial Group has offices in Cleveland, Akron, Boardman, and Columbus. We are driven by serving others and we are proud of the strong personal relationships we have developed with those we serve.

WHO WE ARE

When we started our business, we set out to fill a void in the financial services industry. We were frustrated with how the industry treated the average investor and we wanted to do better. Since then, our mission has been to treat every client with the highest degree of honesty, integrity, and transparency. Highlighted are some of the differences you can expect when working with PrimeVision Financial Group.

PrimeVision Financial Group has offices in Cleveland, Akron, Boardman, and Columbus. We are driven by serving others and we are proud of the strong personal relationships we have developed with those we serve.

OUR SATISFACTION MEASUREMENT

As we continue to grow, we measure our successes by the satisfaction of those we serve. We want our clients to include us in their daily lives. Some of the ways we interact with our clients are:

• We take a long-term view of our client relationships. We work with our clients to implement investment solutions for their current and long-term goals and to adapt these solutions as their needs change over the years.

• Our approach of providing individual planning meetings to our 401(k) clients creates impact. These meetings give employees the opportunity to identify budget and savings goals, plan for their future, or even to get their children involved with investing. We are always striving to make sure that everyone has access to financial education and savings plans.

The individuals identified as PrimeVision Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.

Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.

© 2021 Primerica