BrokerCheck

WHO WE ARE

WHO WE ARE

When we started our business, we set out to fill a void in the financial services industry. We were frustrated with how the industry treated the average investor and we wanted to do better. Since then, our mission has been to treat every client with the highest degree of honesty, integrity, and transparency. Highlighted are some of the differences you can expect when working with PrimeVision Financial Group.

PrimeVision Financial Group has offices in Cleveland, Akron, and Columbus. We are driven by serving others and we are proud of the strong personal relationships we have developed with those we serve.

WHO WE ARE

When we started our business, we set out to fill a void in the financial services industry. We were frustrated with how the industry treated the average investor and we wanted to do better. Since then, our mission has been to treat every client with the highest degree of honesty, integrity, and transparency. Highlighted are some of the differences you can expect when working with PrimeVision Financial Group.

PrimeVision Financial Group has offices in Cleveland, Akron, and Columbus. We are driven by serving others and we are proud of the strong personal relationships we have developed with those we serve.

OUR SATISFACTION MEASUREMENT

As we continue to grow, we measure our successes by the satisfaction of those we serve. We want clients to include us in their daily lives. Some of the way we interact with clients are:

• We take a long-term view of client relationships. We work with clients to implement investment solutions for their current and long-term goals and to adapt these solutions as their needs change over the years.

• Our approach of providing individual planning meetings to 401(k) clients creates impact. These meetings give employees the opportunity to identify budget and savings goals and plan for their future. We are always striving to make sure that everyone has access to financial education and savings plans.

Individuals identified as PrimeVision Financial Group are affiliated with PFS Investments Inc., a subsidiary of Primerica, Inc., and offer products and services through PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI, and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.

The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure.

Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.

Before investing, you should carefully consider your financial objectives, and the risks, charges, fees and expenses associated with any investments you are considering. This and other important information can be found in the prospectus and the summary prospectus, if available. Please review prospectuses, sales literature and other disclosures carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.