James Counts: Primerica - Financial Services
About the Business
James Counts: Primerica - Financial Services is a reputable finance and insurance agency located at 609 South Kelly Avenue in Edmond, Oklahoma, United States. With a focus on providing personalized financial solutions to individuals and families, James Counts and his team offer a wide range of services including investment planning, retirement planning, insurance policies, and more. With a commitment to helping clients achieve their financial goals, James Counts: Primerica - Financial Services is a trusted partner in navigating the complexities of the financial world.
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Location & Phone number
609 S Kelly Ave STE B-1, Edmond, OK 73003, United States
Reviews
"James Counts cares!! That should be his logo because he treats you like family! He truly wants the best for you and your families future and that stands out above all the rest! His words match his actions and that will lead to an undeniable trust."
"James is extremely trustworthy and has helped me so much with not only managing money, but the educational aspect of finance as well. He prioritizes education and giving you all of the information you need to make your own informed decisions. With him you’re not just a number, you’re a cared for client and I’d feel comfortable sending any friend or family member to him!"
"I've worked with a number of different financial advisors and James Counts, if he isn't the best, is up there with the best. He is client focused, principled, and is an individual with very high integrity. If you meet with James, I believe you will quickly agree."
"James and his team are second to none when it comes to providing professional and thorough financial advice. What sets James a part is that he explains some pretty complex concepts in a way that his client can understand. In the end, he is first a teacher and then a financial advisor."
"James is probably the best Financial Advisor that I have ever met about talking to you in terms you can understand. He never pushes products but talks strategies for accomplishing your goals. The best thing about him is he doesn’t push a corporate philosophy but takes the time to understand your unique situation and advises accordingly. I love the fact that not only does he do individual plans but works with companies and organizations. I highly recommend him to anyone."
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