Michelle Roxanne Martin: Primerica - Financial Services - Santa Rosa, California

Address: 2790 Coleman Glen Ln FIRST FLOOR, Santa Rosa, CA 95407, United States.
Phone: 7072179994.
Website: reps.primerica.com
Specialties: Financial consultant, Life insurance agency.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Michelle Roxanne Martin: Primerica - Financial Services

☎️7072179994

Introduction to Michelle Roxanne Martin: Primerica - Financial Services

Michelle Roxanne Martin is a distinguished financial consultant and life insurance agency based in Santa Rosa, California. Her office is conveniently located at 2790 Coleman Glen Ln FIRST FLOOR, Santa Rosa, CA 95407, United States, making it easily accessible for clients from the surrounding areas. To schedule an appointment or to reach out to Michelle, you can call her directly at 7072179994 or visit her website at reps.primerica.com.

Specialties and Services Offered

Michelle specializes in providing comprehensive financial consulting services, including assistance with making financial decisions, purchasing life insurance policies, and making investments. Her expertise extends to helping clients refinance their mortgages to secure more favorable rates. This dedication to helping her clients achieve their financial goals has made Michelle a trusted advisor in the Santa Rosa community.

Accessibility and Appointment Recommendations

For the convenience of all clients, the office is equipped with wheelchair-accessible facilities, including a parking spot, entrance, and toilet. Given the high demand for Michelle's services, it is recommended to schedule an appointment in advance to ensure a timely consultation.

Client Testimonials and Average Opinion

This financial services company has garnered an impressive average rating of 5/5 based on 22 reviews on Google My Business, reflecting the exceptional service and satisfaction of Michelle's clients. One notable testimonial states, "I recommend Michelle and have sent several people her direction for Financial Services. She assists us with making financial decisions, purchasing life insurance, making investments and we even refinanced through Michelle several years ago to get a lower rate."

Another satisfied client shared their experience, "Several family members also avail of her services. She is knowledgeable, encourages her clients to share their dreams and goals and then assists in ways to realistically achieve these."

Why Choose Michelle Roxanne Martin: Primerica - Financial Services

With her extensive knowledge, personalized approach, and commitment to helping clients achieve their financial goals, Michelle Roxanne Martin is an exceptional choice for anyone seeking reliable and professional financial consulting services in the Santa Rosa area. Her dedication to providing exceptional customer service, combined with her extensive expertise in life insurance and investments, makes her a valuable resource for individuals and families looking to secure their financial future.

We highly recommend contacting Michelle Roxanne Martin: Primerica - Financial Services by visiting her website or calling her directly at 7072179994 to schedule your appointment and begin your journey towards a more secure financial future.

👍 Reviews of Michelle Roxanne Martin: Primerica - Financial Services

Michelle Roxanne Martin: Primerica - Financial Services - Santa Rosa, California

Sacha L.

5/5

I recommend Michelle and have sent several people her direction for Financial Services. She assists us with making financial decisions, purchasing life insurance, making investments and we even refinanced through Michelle several years ago to get a lower rate. Several family members also avail of her services. She is knowlegable, encourages her clients to share their dreams and goals and then assists in ways to realistically achieve these.

William

5/5

Michelle did an awesome job helping with our finances and debt she was very patient and Compassionate with such Knowledge To explain it to us in a way we understood. I will refer my family and friends to her without a doubt.

Felicia C.

5/5

Working with Michelle has been such a God sent!
Not only is Michelle EXTREMELY knowledgeable and professional but she is also very humanistic when it comes to helping people. She is not just a "one size fits all" formulated financial advisor; she TRULY CARES for all aspects of her clients lives. The way she respects and supports your decision making; allows you to feel safe and secure.
She has a "women for the people" type attitude; which helps you to know you have a fighter in your corner.

I thank God for Michelle and the gifts that He has given her to provide financial freedom to people of all color and all backgrounds.

It's a WIN; WIN when choosing Michelle Martin!

Dianna W.

5/5

My husband and I have worked with Michelle for a number of years. We left our previous financial advisor because of some misinformation. Michelle stepped in and corrected our issues, setting up accounts that better addressed our.needs and expectations. Over the years we have worked with Michelle to continually adjust our positions to reflect changes in our life-style and needs. We continue to see growth and stability in our investments. We are extremely pleased with our relationship and look forward to future recommendations, advise and direction.

Keren A.

5/5

I have been Michelle’s client since 2015. I absolutely LOVE working with Michelle. She is a highly knowledgeable and licensed financial professional. Most of us have questions about whether we’re managing our personal financial lives effectively and let’s be honest - we were never taught these skills in school! Whether your challenges involve navigating student loan debt, job market volatility, and wages that don’t keep pace with inflation, or high housing, healthcare, and childcare costs, or how to afford retirement, I HIGHLY recommend giving Michelle a call. These challenges require careful financial planning and sometimes creative solutions to manage effectively. Michelle has the answers you can trust.

Dan M.

5/5

Michelle has been extremely helpful to us. I really had no idea how to retire and take care of my finances. Michelle has been a godsend. I cannot say enough about how she has helped us manage our finances and keep us in excellent shape. Thank you so much, Michelle!!!

Suzan G.

5/5

We have worked with Michelle for over ten years.We are very happy with the advice we have received. She is very attentive to her clients, and very knowledgeable. She helped us focus our financial planning, and we are now happily retired.

Greta K.

5/5

My husband and I used Michelle as our loan officer when we purchased our home and as a financial planner. She was amazing with both! She has an excellent work ethic, is conscientious and meticulous with details, easy to work with and an all-around pleasure! I highly recommend her services.