Primerica Financial Services

Contact Info


Primerica Financial Services
Donna Caplan
4905 N Union Blvd
Ste 201
Colorado Springs, CO 80918
Phone: (925) 998-7973
Fax: (866) 454-6910
Email: dfcaplan@gmail.com
Website: Primerica.com/DonnaCaplan

Services

  • Financial Services
  • Securities, Mutual Funds, Annuities
  • Life Insurance

About Us

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKSTM concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

We are a financial services company for everyone - from those just starting out on their investment journey to those already in retirement. PFS Investments Inc. provides access to solutions and services from some of the world's most recognizable companies. Our wide range of products and programs offers an investment solution for everyone.

We help people prepare for the future by offering investments in:
  • Mutual Funds
  • Annuities
  • Managed Investments*

We use tax-deferred accounts:
  • IRAs - Traditional and Roth
  • 403(b) and 403(b)(7) plans
  • College savings plans

And we have retirement plans for businesses:
  • 401(k), 403(b) and 457 plans
  • SEP and SIMPLE IRA plans
  • Payroll deduction plans - complimentary for employers

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.
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