Strategic Alliance Financial Advisors

Primerica Financial Services in Santa Ana, CA has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their financial goals. Their commitment to excellence is reflected in various awards and recognition, showcasing their dedication to creating an open and inclusive organization trusted by millions of families. Generated from the website

Primerica, founded in 1977, is committed to empowering Main Street families with essential financial knowledge, offering services such as term life insurance, investments, and mortgage loans across several U.S. states. The company promotes a foundational approach to personal finance through its "HOW MONEY WORKSTM" materials, fostering financial security regardless of income level. Dedicated to consumer interests, Primerica exclusively markets term life insurance, revolutionary concepts like the "Buy Term and Invest the Difference" philosophy, and independent representation by licensed agents. Their operations extend to securities and investment services, ensuring a comprehensive suite of financial solutions tailored to individual needs. Generated from the website

DeSantis Management Group (DMG), located in Santa Ana, California, has been providing comprehensive association management services since 1972. With a focus on healthcare-related non-profit organizations, DMG offers a range of expertise, including event production, marketing, communications, and strategic planning, all designed to support organizations at local, state, regional, and international levels. Emphasizing a team approach, DMG leverages the diverse skills of its professionals to enhance client operations while ensuring accountability, flexibility, and effective resource management. Their commitment to high professional standards and continuous improvement fosters long-lasting relationships built on transparency and trust. Generated from the website