Bhim Bastola

Located in Columbus, OH, Primerica stands out as a financial services organization dedicated to supporting middle-income families in securing their financial futures through a range of educational resources and personalized guidance. Specializing in a needs-based approach, Primerica offers an array of services including term life insurance, mutual funds, annuities, and tailored retirement solutions to meet the diverse financial goals and circumstances of each individual client. At Primerica, the focus extends beyond mere financial transactions; they strive to empower clients through accessible financial education, covering crucial topics like budgeting, debt reduction, savings planning, protection, and wealth-building strategies. By equipping families with practical knowledge and unwavering support, Primerica aims to nurture informed decision-making and improve long-term financial well-being, fostering a community where financial security is within reach for all. Generated using this brand's available information

Lazear Capital Partners is a leading ownership transition partner based in Columbus, OH, specializing in Employee Stock Ownership Plans (ESOPs) and Mergers & Acquisitions (M&A). They assist business owners in making goal-focused financial choices that maximize wealth and align with their personal and financial vision for the future. With a combination of deep knowledge and innovative ideas, Lazear Capital delivers exceptional ownership transition solutions for their clients. They offer ESOPs as an alternative to M&A, allowing owners of privately held companies to create a succession plan by selling their shares to their employees through a retirement plan, while benefiting from significant tax breaks.Generated from the website