Dan Defeo: Primerica - Financial Services - Foxborough, Massachusetts
Address: 124 Washington St #201, Foxborough, MA 02035.
Phone: 742155490.
Website: reps.primerica.com
Specialties: Financial consultant, Life insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.9/5.
📌 Location of Dan Defeo: Primerica - Financial Services
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Dan Defeo: Primerica â Financial Services â A Comprehensive Overview
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Primerica, operating through its dedicated financial consultants like Dan Defeo, provides a comprehensive suite of financial services designed to empower individuals and families to secure their financial futures. Dan Defeo, located at 124 Washington St #201, Foxborough, MA 02035, serves as a key representative within this network. His primary focus is on acting as a Financial Consultant and operating as a Life Insurance Agency, assisting clients with various insurance and financial planning needs. He can be reached at Phone: 742155490. Prospective clients can also access more information and schedule an appointment through his website: Website: reps.primerica.com.
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Key Services Offered
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Dan Defeo and Primerica offer a wide range of services tailored to address diverse financial goals. These include:
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- Life Insurance: Providing term life, whole life, and universal life insurance policies to safeguard families against unforeseen circumstances. The emphasis is on finding solutions suitable for various budgets, as highlighted by positive client feedback.
- Financial Planning: Developing personalized financial plans encompassing retirement planning, investment strategies, education savings, and estate planning.
- Investment Products: Offering a selection of investment products designed to help clients achieve their long-term financial objectives.
- Income Opportunities: Primerica also provides opportunities for individuals to build their own independent businesses within the organization, fostering entrepreneurship and financial independence.
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Location and Accessibility
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Dan Defeoâs office is strategically located in Foxborough, Massachusetts. The physical address is 124 Washington St #201, Foxborough, MA 02035. The office is committed to providing accessible services to all clients. Notably, the facility boasts a Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom, demonstrating a dedication to inclusivity. Restrooms are also available for client use. It is recommended to schedule an appointment to ensure personalized attention and maximize the effectiveness of the consultation.
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Client Feedback and Reputation
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Primerica, and specifically representatives like Dan Defeo, consistently receive positive feedback from clients. The Average opinion: 4.9/5 reflects a high level of client satisfaction. Feedback frequently praises the clarity of explanations, the personalized approach, and the commitment to finding solutions that align with individual needs and budgets. One client specifically noted the importance of understanding coverage options, highlighting the significant value provided by Primerica representatives in simplifying complex financial concepts. Another client expressed gratitude for a representative who went âabove and beyondâ to ensure the right policy was selected, emphasizing a dedication to client well-being. The sentiment underscores a core value â ensuring families, particularly children, are adequately protected through life insurance.
The company maintains 15 reviews on Google My Business, offering a tangible representation of client experiences. These reviews consistently indicate a positive and supportive environment, with many clients expressing appreciation for the guidance and support received. The emphasis on affordability and accessibility appears to be a key driver of positive feedback, suggesting that Primerica caters to a broad range of financial situations.
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About Dan Defeo â A Dedicated Professional
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Dan Defeoâs role within Primerica is centered around building strong relationships with clients and providing tailored financial solutions. He leverages his expertise to guide individuals and families through the complexities of insurance and financial planning. His approach is characterized by a commitment to transparency, education, and client empowerment. He strives to create a comfortable and trusting environment where clients feel confident in their financial decisions. He is dedicated to helping clients achieve their financial aspirations, ensuring they have the resources and protection they need to thrive. His focus on understanding individual circumstances, combined with Primericaâs wide range of products and services, allows him to deliver truly customized solutions. He prioritizes clear communication and strives to demystify financial concepts, ensuring clients are fully informed and comfortable with their choices.
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Contacting Dan Defeo and Primerica
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To learn more about Dan Defeoâs services or to schedule a consultation, please use the following information:
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- Address: 124 Washington St #201, Foxborough, MA 02035
- Phone: 742155490
- Website: reps.primerica.com
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Primerica and representatives like Dan Defeo are committed to helping individuals and families navigate the complexities of financial planning and secure their future.
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"summary": "Primerica, through Dan Defeo, offers comprehensive financial services including life insurance and planning, prioritizing client needs and providing accessible solutions within the Foxborough, MA area.",
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👍 Reviews of Dan Defeo: Primerica - Financial Services
