Bill Ferrie: Primerica - Financial Services
1652 Greenview Drive Southwest, Rochester, MN 55902
About the Business
Bill Ferrie: Primerica - Financial Services is a reputable finance and insurance agency located at 1652 Greenview Drive Southwest in Rochester, Minnesota, United States. With a focus on providing top-notch financial services to help individuals and families achieve their financial goals, Bill Ferrie and his team offer a wide range of services including investments, retirement planning, insurance, and more. With years of experience and a commitment to customer satisfaction, Bill Ferrie: Primerica - Financial Services is a trusted partner in helping clients secure their financial future.
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Location & Phone number
1652 Greenview Dr SW #110, Rochester, MN 55902, United States
Reviews
"VERY disappointed trying to work with Bill Ferrie and Primerica on a Large Beneficiary IRA transfer after the death of our mother. Bill Has told us it couldn't be done, then that he didn't know how to do it. Not in the office out doing private things, doesn't reply to emails. You have to tell him to reply to emails like he is a 12 year old child. Avoids doing his duty as the only agent of the IRA Custodian. Tells us to work directly with the IRA Custodian and they tell us they will NOT work with us directly but only through their Custodian Agent (Bill Ferrie). The guy is impossible to try to pin down to any commitment. Misdirection, confusion and excuses. Doesn't want to do the work. Collects a lot of unnecessary personal and private information from us, makes us fill out forms etc etc. My mother had another IRA we had to get Beneficiary IRA's completed for. Only needed Death certificate and name of broker to transfer to. Done, two days. I would never let this guy or Primerica touch my money or sell me anything. Impossible and very unprofessional."
"Great company and amazing products. I wouldn't trust anyone else with my money. Ask for Daryn, he will treat you right!"
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