Evelyn Alonzo: Primerica-Financial Services

Arroyo Capital Partners is a financial advisory firm based in Pasadena, CA, offering personalized wealth management services to families, individuals, retirees, business owners, and women investors. With over 60 years of combined financial experience, their team of highly experienced professionals takes a thoughtful and disciplined approach to help clients pursue their financial goals and address any blind spots. They provide retirement income planning, asset preservation strategies, guidance for business owners, and assistance with important financial matters for successful businesswomen and entrepreneurs. Arroyo Capital Partners understands that managing wealth is not just about numbers but about what that wealth means to each individual and their loved ones. They strive to connect with their clients on a personal level, enabling them to create customized financial plans and investment strategies that align with their clients' unique aspirations and values. With a focus on building long-term relationships, Arroyo Capital Partners aims to be a trusted financial partner for their clients' life journeys.Generated from the website

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.

Primerica is a financial services company dedicated to empowering Main Street families by emphasizing the importance of personal finance education. Established in 1977, the company advocates for transparency and responsible financial solutions, providing services such as term life insurance, investments, and mortgage loans across various states in the U.S. and Canada. With a commitment to the "Buy Term and Invest the Difference" philosophy, Primerica aims to revolutionize the life insurance industry and investment business by offering products tailored to the needs of consumers. Through their HOW MONEY WORKSTM initiative, the firm seeks to educate individuals on fundamental financial principles to help them achieve long-term financial security, regardless of their income level. Generated from the website