Oscar Beltran: Primerica Financial Services - Santa Fe Springs, California

Oscar Beltran, a financial advisor at Primerica Financial Services, is a dedicated professional who puts his clients' needs first. With a specialization in life insurance, financial consulting, investment services, and mortgage lending, Oscar is well-equipped to help his clients achieve their financial goals.

Location and Contact Information

Oscar Beltran's Primerica Financial Services office is located at Address: 11506 Telegraph Rd Suite 200, num 3, Santa Fe Springs, CA 90670, United States. You can reach him by phone at Phone: 5624867221 or visit his website at Website: primerica.com.

Specialties

Oscar Beltran's expertise lies in life insurance, financial consulting, investment services, and mortgage lending. He has a proven track record of helping his clients make informed decisions about their financial future. Whether you're looking to set up a retirement account, invest in the stock market, or secure a mortgage, Oscar has the knowledge and experience to guide you.

Other Points of Interest

Oscar Beltran's office is Latino-owned and is committed to providing a welcoming and inclusive environment for all clients. The office is wheelchair accessible, with wheelchair-accessible seating, entrance, parking lot, and washroom. Additionally, the office is LGBTQ+ friendly and a Transgender safe space. Appointments are required.

Opinions

This company has received 7 reviews on Google My Business, with an average rating of 5/5. Here are some of the things that clients have to say about Oscar Beltran:

• "Oscar helped my wife and I set up our ROTH IRA’s a few years ago. Highly recommend him, he will go above and beyond for all his clients."
• "A while back I had the pleasure of meeting with Oscar. He gave me a better understanding of how to invest in my future. Oscar helped set up my investment that day and I’ve been a happy customer for the past 6 months"

Recommendation

If you're looking for a financial advisor who is knowledgeable, experienced, and committed to helping you achieve your financial goals, look no further than Oscar Beltran at Primerica Financial Services. With a specialization in life insurance, financial consulting, investment services, and mortgage lending, Oscar has the expertise to guide you towards a secure financial future. Contact him today to schedule an appointment.

👍 Reviews of Oscar Beltran: Primerica Financial Services

Angel Cano

5/5

Oscar helped my wife and I set up our
ROTH IRA’s a few years ago. Highly recommend him, he will go above and beyond for all his clients. Please reach out to him if you ever have any questions regarding Investments 🙌🏽

Wendy Beltran

5/5

A while back I had the pleasure of meeting with Oscar. He gave me a better understanding of how to invest in my future. Oscar helped set up my investment that day and I’ve been a happy customer for the past 6 months! Give him a call to learn!

Plascencia Isabel

5/5

Oscar has helped me start my IRA. He guides me when ever I have a question. I needed extra cash and it was an easy process. I had money in my account within 24 hours.
I also have life insurance with the same company and soon my mortgage. I highly recommend Oscar Beltran.

madison rodriguez

5/5

Oscar was really helpful and helped me set up my investment at a quick pace. He explained all the details thoroughly and set me up with a great retirement plan.

Blanca Serrano

5/5

Oscar educated me on how term life insurance works and separate investments work. He made the process easy to understand and to set up.

Solar Espinoza

5/5

Oscar is patient person that knows his stuff in this business. Great attitude got me working with him in the first place.

Miranda XXXXX

5/5

Great service. Oscar goes out and beyond for customers. Grateful for you.