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Jonathan Nelson Roth: Primerica - Financial Services
5712 Northwest 132nd Street, Oklahoma City, Oklahoma 73142
About the Jonathan Nelson Roth: Primerica - Financial Services
Jonathan Nelson Roth: Primerica - Financial Services is a reputable finance and insurance agency located at 5712 Northwest 132nd Street in Oklahoma City, Oklahoma. With a focus on providing comprehensive financial services, our team of professionals is dedicated to helping individuals and families achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services to meet our clients' needs. Trust Jonathan Nelson Roth: Primerica - Financial Services to provide expert advice and personalized solutions to help you secure your financial future.
Reviews of Jonathan Nelson Roth: Primerica - Financial Services
"Jon was a referred to me though some mutual friends, he works in a world that is completely alien to me. He has not only taken care of me but educated me as well. I had nothing set up for retirement. My plan was to work hard and then die, and my wife had different plans so, Jon, not only set me up to be able to retire, he also probably saved my marriage by doing so."
"Jon has been working with my husband and me for a few years now, and he is always willing to explain things simply and clearly. He is extremely kind, willing to help, and willing to bend over backwards to make sure you are well educated."
"I've known Jon for about two years and he has been managing my retirement accounts the entire time. Not only is he a capable individual who has helped me find ways to diversify safely and transfer over all of my prior 401k's from previous employers, but he also was more than helpful in setting up an education fund for my daughter for me to invest in slowly over time. 10/10 would definitely recommend."
"Jon is very knowledgeable in his field and listens intently to your financial needs. He has many great ideas and suggestions on how to take your financial portfolio to the next level. Making sure that you are covered on all aspect for yourself and your family. Works well with Veterans in understanding our unique situations!"
"I’ve known Jon for a while and think he’s a very caring, knowledge, and empathetic financial planner. Jon helps his clients take the right steps to get to where the want to get to in their future."
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