Jeffrey F Leveque: Primerica - Financial Services - Auburn, Washington

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Jeffrey F Leveque: Primerica – Financial Services

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For individuals and families seeking comprehensive financial planning and insurance solutions, Jeffrey F Leveque at Primerica presents a valuable resource. Located at 2020 A St SE STE 105B, Auburn, WA 98002, Mr. Leveque operates as a dedicated financial consultant and manages a life insurance agency within the Primerica framework. He is readily accessible via phone at 4252519700, and prospective clients can explore his services further on the Primerica website: reps.primerica.com. This detailed overview aims to provide potential clients with a thorough understanding of Mr. Leveque’s offerings and the services provided by Primerica.

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About Jeffrey F Leveque and Primerica

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Primerica is a multi-level marketing company specializing in financial services and insurance. It provides a platform for independent representatives, such as Mr. Leveque, to offer a range of products and services to their clients. Primarily, Primerica focuses on helping individuals build long-term financial security through retirement planning, investment strategies, and life insurance. Mr. Leveque’s role as a financial consultant within this structure allows him to leverage Primerica’s resources while providing personalized guidance to his clients. He assists individuals in assessing their financial needs, developing tailored plans, and implementing strategies to achieve their goals. His expertise extends to various areas, including estate planning, tax-advantaged savings, and risk management.

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Specialties and Services Offered

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Mr. Leveque’s primary specialties encompass:

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• Financial Consulting: He conducts in-depth assessments of clients’ current financial situations, identifying strengths and weaknesses. This involves analyzing income, expenses, assets, and liabilities to create a clear picture of their financial health.

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• Life Insurance Agency: A core component of his practice involves offering a diverse range of life insurance products, including term life, whole life, and universal life insurance. He helps clients determine the appropriate coverage levels to protect their families in the event of their passing.

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• Retirement Planning: Mr. Leveque assists clients in developing comprehensive retirement plans, considering factors such as desired retirement age, income needs, and investment goals.

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• Investment Strategies: He provides guidance on investment options, helping clients align their investments with their risk tolerance and financial objectives.

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He emphasizes a client-centric approach, prioritizing understanding each individual’s unique circumstances and goals. Furthermore, he remains committed to providing ongoing support and guidance as clients’ financial situations evolve.

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Accessibility and Facilities

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Mr. Leveque’s office is designed to be wheelchair accessible, featuring an accessible entrance and parking lot. Restroom facilities are also available. Appointments are recommended to ensure dedicated time for personalized consultations. This commitment to accessibility reflects Primerica’s dedication to serving a diverse client base. The office environment is intended to be welcoming and professional, fostering a comfortable setting for discussing sensitive financial matters.

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Client Feedback and Current Status

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Currently, Jeffrey F Leveque’s Primerica office has 0 reviews on Google My Business. The average opinion is 0/5, indicating a lack of publicly available feedback at this time. This does not necessarily reflect the quality of service provided, but rather a limited number of client reviews. It’s advisable for prospective clients to seek independent verification of Mr. Leveque’s credentials and experience through other sources.

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Contact Information and Additional Details

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Address: 2020 A St SE STE 105B, Auburn, WA 98002

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Phone: 4252519700

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Website: reps.primerica.com

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Specialties: Financial consultant, Life insurance agency

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Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

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"summary": "Jeffrey F Leveque at Primerica offers financial consulting and life insurance services in Auburn, WA, prioritizing client needs and providing accessible facilities, though currently lacking client reviews.",
"keywords": ["Financial Planning", "Life Insurance", "Investment Strategies", "Retirement Planning", "Financial Consultant"],
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