Universal Financial Investment Group

Kocen Financial Group Inc., based in Rancho Mirage, CA, offers tailored wealth management services with a focus on optimizing clients' financial well-being through relationship-based, client-first financial planning and investment management. With over 30 years of experience as a Registered Investment Advisor, the firm prioritizes education and a comprehensive approach that aligns with clients' values and future aspirations. Dedicated to serving individuals and families at every stage of life, Kocen Financial Group specializes in financial and tax planning, retirement planning, investment services, and family wealth management. The firm emphasizes the importance of client education and collaboration with financial professionals to ensure that clients and their families are equipped to make informed decisions regarding their financial legacy. Generated from the website

Primerica, founded in 1977, is dedicated to serving Main Street families by providing essential personal finance education and innovative financial solutions. Their commitment to integrity is reflected in their pioneering approach to life insurance and investment practices, emphasizing the importance of making informed financial choices. Through their "HOW MONEY WORKSTM" educational materials, Primerica empowers individuals to improve their financial literacy and achieve security regardless of income level. With a philosophy centered on offering only term life insurance and consumer-friendly products, Primerica remains focused on delivering effective financial strategies tailored to the needs of their clients. Generated from the website