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I had no idea that financial planning was such a complex process. I was fortunate enough to find Louis. He explained everything in such a clear and concise manner that I felt I was in great hands. With Louis's help, I was able to create a plan that I knew would give me a good chance of reaching my financial goals. I am very thankful for the help he gave me.

- Alexia Clark

Louis, who I have known since childhood, has been extremely helpful for us organizing our finances. Not only did he educate me on getting the right type of life insurance (replacing my previous cash value policy), but he also set up 529 college savings plans for my twins. Finally, he just helped my mother get a much better investment option for her money.

- Gerry & Lydia Quintana

Louis took the time to review our finances and put together a term life plan for our family. He also helped guide us with our investments(mutual funds/ 403B). He always made himself available to get on a call or emailed us with any questions or concerns we had. We have since recommended Louis to our family and friends. We would give him a rating of 10 out of 10!"

- Dan & Jen Suarez

Louis was very patient with me, explaining why I had made a slight mistake in choosing my life insurance policy. He was very detailed. Additionally, he showed on how I could maximize the money I saved by getting the correct policy and putting it to work more efficiently for me, which was my original intent in the first place. 5 stars!!

- Jose & Danielle Andion

Louis, a life long friend, reviewed my 401k account from the school system and made adjustments which have made some marketable improvements. Additionally, he reviewed my life insurance policy to ensure we had the right amount of coverage for our family.

- Jorge & Christina Vital

Louis with very helpful in helping me and my wife understand my current investments. He took his time in explaining what I had and showed me some much better options for my long -term goals. I highly recommend sitting with him!

- Alex & Lourdes Torres

I had no idea that financial planning was such a complex process. I was fortunate enough to find Louis. He explained everything in such a clear and concise manner that I felt I was in great hands. With Louis's help, I was able to create a plan that I knew would give me a good chance of reaching my financial goals. I am very thankful for the help he gave me.

- Alexia Clark

Louis, who I have known since childhood, has been extremely helpful for us organizing our finances. Not only did he educate me on getting the right type of life insurance (replacing my previous cash value policy), but he also set up 529 college savings plans for my twins. Finally, he just helped my mother get a much better investment option for her money.

- Gerry & Lydia Quintana

Louis took the time to review our finances and put together a term life plan for our family. He also helped guide us with our investments(mutual funds/ 403B). He always made himself available to get on a call or emailed us with any questions or concerns we had. We have since recommended Louis to our family and friends. We would give him a rating of 10 out of 10!"

- Dan & Jen Suarez

Louis was very patient with me, explaining why I had made a slight mistake in choosing my life insurance policy. He was very detailed. Additionally, he showed on how I could maximize the money I saved by getting the correct policy and putting it to work more efficiently for me, which was my original intent in the first place. 5 stars!!

- Jose & Danielle Andion

Louis, a life long friend, reviewed my 401k account from the school system and made adjustments which have made some marketable improvements. Additionally, he reviewed my life insurance policy to ensure we had the right amount of coverage for our family.

- Jorge & Christina Vital

Louis with very helpful in helping me and my wife understand my current investments. He took his time in explaining what I had and showed me some much better options for my long -term goals. I highly recommend sitting with him!

- Alex & Lourdes Torres

I had no idea that financial planning was such a complex process. I was fortunate enough to find Louis. He explained everything in such a clear and concise manner that I felt I was in great hands. With Louis's help, I was able to create a plan that I knew would give me a good chance of reaching my financial goals. I am very thankful for the help he gave me.

- Alexia Clark

Louis, who I have known since childhood, has been extremely helpful for us organizing our finances. Not only did he educate me on getting the right type of life insurance (replacing my previous cash value policy), but he also set up 529 college savings plans for my twins. Finally, he just helped my mother get a much better investment option for her money.

- Gerry & Lydia Quintana

Louis took the time to review our finances and put together a term life plan for our family. He also helped guide us with our investments(mutual funds/ 403B). He always made himself available to get on a call or emailed us with any questions or concerns we had. We have since recommended Louis to our family and friends. We would give him a rating of 10 out of 10!"

- Dan & Jen Suarez

Louis was very patient with me, explaining why I had made a slight mistake in choosing my life insurance policy. He was very detailed. Additionally, he showed on how I could maximize the money I saved by getting the correct policy and putting it to work more efficiently for me, which was my original intent in the first place. 5 stars!!

- Jose & Danielle Andion

Louis, a life long friend, reviewed my 401k account from the school system and made adjustments which have made some marketable improvements. Additionally, he reviewed my life insurance policy to ensure we had the right amount of coverage for our family.

- Jorge & Christina Vital

Louis with very helpful in helping me and my wife understand my current investments. He took his time in explaining what I had and showed me some much better options for my long -term goals. I highly recommend sitting with him!

- Alex & Lourdes Torres

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Testimonials

Louis Romero

Louis Romero - Primerica