Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Find a Location

Oscar Beltran: Primerica Financial Services has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.

    Business ProfileforOscar Beltran: Primerica Financial Services

    Life Insurance
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 2/23/2023

    Years in Business: 5

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Life Insurance and Investments Variables

    Products & Services

    Term Life Insurance

    Investments: 
    Mutual Funds
    Annuities

    Managed Investments *

    Tax-deferred Accounts:
    Traditional & Roth IRA
    403(b) and 403(b)(7) Plans
    College savings plans

    Retirement plans for businesses:
    401(K), 403(b) & 457 plans
    SEP & SIMPLE IRA plans
    Payroll deduction plans 

    We partner with some of the most recognizable investment companies in the industry. Our strategic partners include AIG, American Century Investments, American Funds, Brighthouse Financial, Cuna Mutual, Equitable, Fidelity, Franklin Templeton, Horizon Investments, Invesco, Lincoln Financial, Lockwood Advisors, Meeder, Morningstar, Sage and Voya, among others.

    Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.

    Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.

    Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.

    In the U.S., securities are offered exclusively by PFS Investments Inc. Representatives not licensed with these entities cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099.

    *Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.

     

    Business Details

    Location of This Business
    11506 Telegraph Rd STE 200 #3, Santa Fe Springs, CA 90670-3100
    BBB File Opened:
    2/23/2023
    Years in Business:
    5
    Business Started:
    11/21/2019
    Accredited Since:
    2/23/2023
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    • NMLS ID: 2123801

      CA License #: CA-DFPI2123801

      CA Life License: # 4021488

    Type of Entity:
    Sole Proprietorship
    Number of Employees:
    1
    Hours of Operation

    Primary

    M:
    6:00 AM - 10:00 PM
    T:
    6:00 AM - 10:00 PM
    W:
    6:00 AM - 10:00 PM
    Th:
    6:00 AM - 10:00 PM
    F:
    6:00 AM - 10:00 PM
    Sa:
    6:00 AM - 10:00 PM
    Su:
    6:00 AM - 10:00 PM
    Business Management
    • Mr. Oscar Beltran, Insurance Agent
    Contact Information

    Principal

    • Mr. Oscar Beltran, Insurance Agent

    Customer Contact

    • Mr. Oscar Beltran, Insurance Agent
    Additional Contact Information

    Email Addresses

    Website Addresses

    Industry Tip

    BBB Tip: Buying insurance

    Customer Complaints

    0 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Customer Reviews

    0 Customer Reviews

    What do you think? Be the first to review!

    How BBB Processes Complaints and Reviews

    Start a Review

    Local BBB

    BBB of Los Angeles & Silicon Valley

    BBB Reports On

    BBB reports on known marketplace practices.

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.