Waddell & Reed Portland

Located in Portland, OR, Primerica stands out as a financial services organization committed to empowering middle-income families with the tools they need to achieve greater financial security. Through a needs-based approach, Primerica offers a range of services, including term life insurance, mutual funds, annuities, and retirement solutions, all customized to fit the unique financial goals and situations of their clients. Moreover, Primerica goes the extra mile by providing accessible financial education on crucial topics like budgeting, debt reduction, savings planning, protection, and wealth-building strategies, ensuring individuals have the knowledge needed to make informed decisions about their financial future. At Primerica, the emphasis lies not just on financial services but on equipping families with practical knowledge and unwavering support. By fostering a culture of respect and flexibility, Primerica strives to enhance long-term financial well-being, empowering individuals to take charge of their financial futures with confidence and clarity. In Portland, Primerica stands as a beacon of financial empowerment, offering a comprehensive suite of services and educational resources designed to help families navigate the complexities of personal finance with ease and assurance. Generated using this brand's available information

Primerica Financial Services is a global financial enterprise with more than 100,000 licensed independent representatives. The company was established in 1977 to help families eliminate debt and save money for the future. It encourages clients to purchase affordable term life insurance and additionally invest in mutual funds, variable annuities, retirement savings vehicles and programs to fund education expenses. Primerica Financial Services offers debt consolidation loans, mortgages, long-term care insurance and prepaid legal services. The company serves in excess of 6 million clients in the United States, Canada, Puerto Rico and Spain. It is a subsidiary of Citigroup, one of the leading global financial services organizations that also operates such businesses as Citibank and CitiFinancial. Primerica Financial Services is headquartered in Duluth, Ga., and maintains one of its additional locations in Portland, Ore.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.