Thomas R Pool: Primerica - Financial Services - Colorado Springs, Colorado

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Thomas R Pool: Primerica – Financial Services – A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and insurance solutions, Thomas R Pool, operating through Primerica, presents a valuable resource. Located at 4740 Flintridge Dr STE 220Q, Colorado Springs, CO 80918, United States, Mr. Pool offers personalized guidance and support to help clients achieve their financial goals. His firm, Primerica, is a well-established organization dedicated to providing a range of financial products and services, primarily focused on wealth building and security. He can be reached at 3162590232, or via his website: reps.primerica.com. Clients benefit from an accessible and supportive approach, coupled with a deep understanding of financial principles.

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Specialties and Services

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Mr. Pool’s primary areas of expertise center around acting as a financial consultant and managing a life insurance agency. This dual role enables him to offer a holistic perspective on his clients’ financial needs. Specifically, he assists with:

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• Retirement Planning: Helping individuals develop strategies to secure a comfortable retirement, considering factors such as savings, investments, and Social Security benefits.

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• Investment Planning: Providing guidance on investment options, risk tolerance assessment, and portfolio diversification.

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• Life Insurance: Offering a variety of life insurance policies to protect families in the event of unexpected loss. This includes term life, whole life, and universal life insurance options.

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• Education Savings Plans: Assisting families in saving for college expenses through plans like 529 plans and Coverdell ESAs.

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• Estate Planning Basics: Offering introductory guidance on estate planning concepts, often in conjunction with legal professionals.

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It’s noteworthy that Primerica’s business model is structured to empower individuals to become financial professionals themselves, providing a unique opportunity for growth and independence. However, Mr. Pool’s role focuses on serving clients directly, offering personalized advice and tailored solutions.

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Location and Accessibility

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The office is conveniently located at 4740 Flintridge Dr STE 220Q, Colorado Springs, CO 80918. For clients with mobility challenges, the office is committed to accessibility. Specifically, the premises feature a wheelchair-accessible car park and a wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure dedicated time for personalized consultation, and the staff strives to accommodate client schedules.

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Client Feedback and Reputation

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Initial assessments of Mr. Pool’s services, as reflected in Google My Business reviews, indicate a consistently positive client experience. The company currently holds one review with an average rating of 5/5. This exceptionally high rating suggests a strong commitment to client satisfaction and a dedication to delivering effective financial solutions. The overwhelmingly positive feedback underscores a focus on understanding individual client needs and providing tailored recommendations. While a single review provides a snapshot, the consistent high rating points to a reliable and trustworthy service. It is apparent that Mr. Pool prioritizes building strong client relationships, characterized by attentive service and a genuine desire to help clients achieve their financial aspirations. The accessibility features further demonstrate a commitment to inclusivity and meeting the needs of a diverse clientele.

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Additional Information & Recommendations

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Potential clients are encouraged to schedule an appointment to discuss their financial goals and explore the available services. The team understands that navigating the complexities of financial planning can be daunting, and they are dedicated to providing clear, concise, and understandable guidance. They are committed to transparency and ethical practices, ensuring that clients are fully informed and comfortable with their decisions. Primerica’s comprehensive approach combines financial products with ongoing support and education, fostering long-term financial stability. Consider prioritizing an appointment to benefit from a detailed assessment of your current financial situation and to develop a personalized plan for the future. The firm’s dedication to accessibility ensures that individuals with mobility limitations can readily access their services.

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"summary": "Thomas R Pool, through Primerica, provides comprehensive financial consulting and life insurance services in Colorado Springs, Colorado, prioritizing client needs and offering accessible solutions.",
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