Roman Koles: Primerica - Financial Services - Natick, Massachusetts

Roman Koles: Primerica - Financial Services

Roman Koles is a distinguished financial consultant and life insurance agency based in Natick, Massachusetts. With a wealth of experience and commitment to client satisfaction, Roman has been providing exceptional financial advice and guidance since 2007. His professional approach, combined with his genuine care for his clients' financial well-being, sets him apart in the industry.

Location and Contact Information

Located at 214 N Main St Suite 102, Natick, MA 01760, Roman Koles and his team are easily accessible to clients in the Natick area and beyond. For those interested in scheduling an appointment or learning more about their services, the phone number is 508-545-1311. Additionally, potential clients can visit their website for more information.

Specialties and Services

Roman Koles specializes in offering comprehensive financial planning and life insurance solutions. His expertise encompasses a wide range of financial services, including but not limited to risk management, wealth accumulation, and retirement planning. With a strong focus on personalized attention and tailored strategies, Roman ensures that each client receives the guidance they need to achieve their unique financial goals.

Points of Interest

• Online appointments: Roman understands the importance of flexibility and offers online appointment scheduling for clients who prefer virtual meetings.
• Onsite services: For those who prefer meeting in person, onsite appointments are available at their conveniently located office in Natick.
• Wheelchair accessible entrance, parking lot, and restroom: Roman's office is designed to accommodate clients with disabilities, ensuring that everyone has equal access to his services.
• Appointment required: It is recommended to schedule an appointment prior to visiting the office to ensure that Roman can dedicate his full attention to each client.
• Appointments recommended: While walk-ins are welcome, scheduling an appointment allows for more personalized service and ensures that clients receive the full benefit of Roman's expertise.

Opinions and Reviews

Roman Koles and his team have garnered a strong reputation within the community, with a impressive 5/5 average rating based on 14 reviews on Google My Business. Clients consistently praise Roman's knowledge, professionalism, and genuine commitment to their financial well-being. Many testimonials highlight the exceptional service provided by both Roman and his colleague, Ashley, who is described as responsive and helpful in addressing any questions or concerns.

Final Recommendation

If you are in search of a trusted financial consultant and life insurance agency, look no further than Roman Koles at Primerica in Natick, MA. With his extensive experience, personalized approach, and unwavering dedication to client success, Roman is the ideal partner for those seeking to enhance their financial future. We highly recommend contacting Roman through his website or by phone at 508-545-1311 to schedule your appointment today and take the first step towards achieving your financial goals.

👍 Reviews of Roman Koles: Primerica - Financial Services

Lilia F.

5/5

I highly recommend Roman and Ashley from Primerica Natick! I have been working with Roman since 2007, and he has always provided exceptional financial advice and guidance. He is knowledgeable, professional, and genuinely cares about his clients' financial well-being. Ashley is also a pleasure to work with, always responsive and helpful in addressing any questions or concerns. Together, they make a fantastic team, and I highly recommend them to anyone looking for sound financial advice and support. Thank you, Roman and Ashley, for your continued dedication and partnership!

Marie L.

5/5

I highly recommend Roman Koles as trusted financial advisor!

Laura M.

5/5

Highly recommend Roman. We have been with him since 2016. He has helped us to save for retirement.
Ask him how he can help you with your finances you won’t be disappointed.

Lovely P. S.

5/5

Roman and Ashley are the best! I definitely trust how they manage my investments! They are responsive and transparent. If I have any question, they will give me the answer right away 🙂 Excellent service!

Mariya F.

5/5

I recommender Roman us really knowledgeable and compaction person. All my family working with him 9 years

Nash L. K.

5/5

The meeting with Roman was so helpful and eye opening, we would highly recommend Primerica because of his efficiency!!

ashley B.

5/5

Roman was great, spoke to him while he was on vacation he took the time out to talk to me. Everything will be worked out.

Roselyn P.

5/5

I enjoy working with Roman. He provided us with great financial counsel.