Primerica Financial Services

Insurance Agencies, Financial Planning, Mortgage Companies

About us

We help people become debt free, properly protected, and financially independent. There are no fees to meet with us or to receive a customized financial review, something that you could pay hundreds for elsewhere. Upon review of your financial situation we will go over your options...no pressure, no commitments. Use Twitter? Follow us for helpful finance links @keithverner. We digest the latest news and trends, it's our job, and filter the most useful articles for you.

Business highlights

15 years of trusted experience

Services we offer

mortgage, mortgages, general loans, loan, refinance, home equity, financial planning, legal services, college planning, retirement, investment, investing, term life insurance, car insurance, home insurance, home owners insurance, long term care insurance, will, trust, estate planning, financial analysis.

Services we don't offer

real estate agent

Amenities

Free Estimates
Yes


Accepted payment methods

American Express
Check
Discover
MasterCard

Reviews

5.01 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-1 of 1 reviews

Christine W.
01/2010
5.0
mortgage broker, financial advisor, insurance companies
  + 1 more
Overall it went very well. Even though I was skeptical at first, Keith did such a great job explaining everything and putting us at ease. After our first meeting, we decided to proceed with the legal services for our estate and living wills. After we signed up for the services, we received an easy to understand packet to complete and send back to create the estate and living wills. Within a couple weeks, all the documents were completed and we were all set! I can't think of a way it could have been easier or more cost effective! So when we're ready to sell our house in the spring, we will certainly look to Keith for guidance in that area!
Description of Work: Keith provided a very informative financial needs analysis and through that process we discovered that we were in need of legal services for our estate and living wills. Keith did a great job explaining the more complex financial concepts in a way that was understandable to us. The information he provided to us was very informative and we had the issues that were identified resolved within a couple of weeks. We will definitely continue to use the services that Keith and Primerica provide. And to top it off, he doesn't even charge for the financial assessment, and we were able to meet with him in the comfort of our own home! It's all free, unlike other financial planners out there!

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$300

Response from Primerica Financial Services
It was a pleasure to help the memberin the establishment of a will for her and her husband. We were able to provide the member with an annually reviewed will, provide a living will, and power of attorney. If you, or someone you know, needs assistance or has any questions in this regard, please do not hesitate to contact our office.

    Contact information

    20 Briarcrest Sq Ste 208, Hershey, PA 17033

    www.primerica.com/kverner

    Service hours

    Monday:
    9:00 AM - 9:00 PM
    Tuesday:
    9:00 AM - 9:00 PM
    Wednesday:
    9:00 AM - 9:00 PM
    Thursday:
    9:00 AM - 9:00 PM
    Friday:
    9:00 AM - 9:00 PM
    Saturday:
    12:00 PM - 5:00 PM

    Licensing


    Eco-friendly Accreditations

    LEED Accredited Professional
    No
    Energy Star Partner
    No
    EPA Lead-Safe Certified
    No
    Use Green Products or Work Practices
    Yes
    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Insurance Agencies,
    Financial Planning,
    Mortgage Companies

    FAQ

    Primerica Financial Services is currently rated 5 overall out of 5.

    Monday: 9:00 AM - 9:00 PM

    Tuesday: 9:00 AM - 9:00 PM

    Wednesday: 9:00 AM - 9:00 PM

    Thursday: 9:00 AM - 9:00 PM

    Friday: 9:00 AM - 9:00 PM

    Saturday: 12:00 PM - 5:00 PM

    Primerica Financial Services accepts the following forms of payment: American Express,Check,Discover,MasterCard
    Yes, Primerica Financial Services offers free project estimates.
    Yes, Primerica Financial Services offers eco-friendly accreditations.
    No, Primerica Financial Services does not offer a senior discount.
    No, Primerica Financial Services does not offer emergency services.
    No, Primerica Financial Services does not offer warranties.
    Primerica Financial Services offers the following services: mortgage, mortgages, general loans, loan, refinance, home equity, financial planning, legal services, college planning, retirement, investment, investing, term life insurance, car insurance, home insurance, home owners insurance, long term care insurance, will, trust, estate planning, financial analysis.
    real estate agent

    Contact information

    20 Briarcrest Sq Ste 208, Hershey, PA 17033

    www.primerica.com/kverner

    Service hours

    Monday:
    9:00 AM - 9:00 PM
    Tuesday:
    9:00 AM - 9:00 PM
    Wednesday:
    9:00 AM - 9:00 PM
    Thursday:
    9:00 AM - 9:00 PM
    Friday:
    9:00 AM - 9:00 PM
    Saturday:
    12:00 PM - 5:00 PM