Jose Mesa: Primerica - Financial Services

Jose is one the best financial advisors that I have had the opportunity to work with. He took time to understand my context, goals and plans so he can provide a strategy tailored to my needs and totally aligned with goals. He is concern not only on providing guidance but in providing financial education making sure I am clear on the short, mid and long term steps. Jose, I appreciate all the time you always take to talk and explain all the options, that makes me feel more like a friend than like a customer.
Mar 18th, 2023

(Translated by Google) Excellent financial adviser, recommended 100% (Original) Excelente consejero financiero, recomendado 100%
Mar 12th, 2023

(Translated by Google) Jos Mesa and Patricia Castro de Lobo are taking the time to read my family's insurance policy contracts and improve our financial products, explaining to me the details I needed to understand to make the right decision that maximizes our family wealth. Thank you for your time, values, honesty, experience and patience to make me see things that I would have liked to know before having purchased said products. (Original) Jos Mesa y Patricia Castro de Lobo estn tomando el tiempo necesario para leer los contratos de las plizas de seguro de mi familia y mejorar nuestros productos financieros, explicndome los detalles que necesitaba entender para tomar una decisin acertada que maximice nuestro patrimonio familiar. Gracias por vuestro tiempo, valores, honestidad, experiencia y paciencia para hacerme ver cosas que me hubiese gustado conocer antes de haber adquirido dichos productos.
Feb 12th, 2023

Excellent advisor, takes the time to really explain and design a plan personalized to the needs of each client... I really appreciate his help and his positive attitude. I totally recommend
Jan 23rd, 2023

(Translated by Google) Jose is, without a doubt, an excellent financial advisor. It is thanks to him that I became truly aware of the importance of developing reliable and intelligent financial education. It is also thanks to him and his effective advice that I managed to make clever and profitable investments. Moreover, I adore his charm, his honesty and his passion for his job. I recommend it to you 100%! (Original) Jose est, sans aucun doute, un excellent conseiller financier. C'est grce lui que j'ai pris une vraie conscience de l'importance de dvelopper une ducation financire fiable et intelligente. C'est grce lui aussi et ses conseils efficaces que j'ai russi faire des investissements astucieux et profitables. De plus, j'adore son charme, son honntet et sa passion pour son mtier. Je vous le recommande 100%!
Dec 24th, 2022