Valerie Dale: Primerica - Financial Services
Why pick this one
Valerie Dale is a licensed Primerica representative specializing in term life insurance and investment planning in Charlotte.
Best for
- creating financial game plans
- investment strategies for middle-income families
Look elsewhere if
- seeking specialized financial products outside of term life insurance and basic investment strategies
Specialties
- term life insurance
- investment planning
- savings strategies
Certifications
- licensed Primerica representative
What makes them different
- part of Primerica, the second largest issuer of term life insurance in the U.S.
- helped families make over $12 billion in investments last year
- serves middle-income families since 1977
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 10130 MALLARD CREEK Pkwy Ste 140, CHARLOTTE, NC 28269
- Phone
- 5408193859
- Website
- https://reps.primerica.com/nc/charlotte/valerie-dale
- VALERIEDALE@PRIMERICA.COM
Services
- financial planning
- insurance services
- investment management