Jerry Friedrich

Primerica is a financial services company that has been dedicated to helping families save and invest for their futures since 1977. Through their broker-dealer, PFS Investments Inc., they offer a range of solutions and services from well-known companies to assist individuals in achieving their financial goals. With a goals-based investing approach, Primerica aims to help families establish emergency funds, invest for the long term, and generate retirement income. They provide access to various investment options, including mutual funds, annuities, and managed investments, as well as tax-deferred accounts such as IRAs and college savings plans. Primerica partners with reputable investment companies in the industry to offer a wide range of products and programs suitable for everyone, from those just starting their investment journey to those already in retirement. With a focus on teaching simple and easy-to-understand financial concepts, Primerica strives to provide a high-quality client experience and help individuals achieve their financial goals.Generated from the website

Joseph Kabulis is a Licensed Financial Representative with Primerica serving BETHEL and its surrounding areas.

The Innovative CPA Group, located in Bethel, CT, is a comprehensive accounting firm dedicated to providing a wide range of services for individuals and businesses alike. Their expertise spans tax preparation, estate planning, forensic accounting, and international taxation, all supported by a team of experienced professionals who leverage cutting-edge technology and proven methods. With a commitment to minimizing taxes and maximizing savings, the Innovative CPA Group collaborates closely with clients to help them achieve their financial goals. They serve a diverse clientele, including real estate, manufacturing, and non-profit organizations, ensuring tailored solutions for unique financial situations. Generated from the website