Christina Regert: Primerica - Financial Services is a Wealth Management firm in Atwater, CA. Christina Regert serves as a licensed Primerica Financial Representative, focusing on helping neighbors and residents of Atwater and surrounding communities reach their financial and life goals. The practice offers a range of financial products and services, including investments and savings, term life insurance, mortgage loans, and identity theft protection. Additional offerings include pre-paid legal services, auto and home insurance referrals, and smart home automation through Vivint. Christina is registered with PFS Investments Inc. and holds specific licenses for life insurance and mortgage lending in California.
The approach to client service centers on creating value and peace of mind through personalized investment strategies. Christina conducts a Financial Needs Analysis to develop customized strategies for financial security, which includes income protection, retirement protection, debt solutions, and education funding for clients' children. The goal is to provide comprehensive financial solutions tailored to individual needs, whether for financial products, investment services, term life insurance, or mortgage loans. Christina emphasizes treating each customer with respect and integrity, aiming to provide excellent customer service to everyone who visits the office.
The office is located at 530 E Bellevue Rd Ste A in Atwater. It sits on East Bellevue Road, a short distance from Osborn Park, which is about 0.1 miles away. The Gertrude Lateral creek runs approximately 0.2 miles from the location. Bellevue Elementary School is also nearby, roughly 0.3 miles away, as is a United Parcel Service facility. Shaffer Road is located about 0.5 miles from the office.
Christina Regert holds a 5.00 rating based on customer reviews. This positive feedback reflects the satisfaction of the clients who have engaged with the firm for their financial planning and insurance needs.
As a wealth management representative in Atwater, Christina Regert combines local knowledge with a broad range of financial tools to support the long-term security of the community.