National Retirement Planning Experts

National Coverage
Local Professionals



PFS Investments

1401 Stone Rd
Ste 303

Rochester, NY 14615
(585) 5006025

Primerica is a Main Street Company for Main Street America

About PFS Investments

We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren't taught in school and we give them an opportunity to build a business and transform their life.

Primerica (NYSE: PRI) is the largest independent financial services organization in North America, serving middle-income households in the U.S., Canada and the territories of Puerto Rico and Guam. Its International Headquarters is located in Duluth, GA. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. Pioneering the concept of "Buy Term (Life Insurance) and Invest the Difference." This core philosophy illustrated the idea that its mostly middle-income client base could purchase sufficient protection with term life insurance and also systematically save for the future in a separate investment vehicle such as mutual fund Individual Retirement Accounts (IRAs).

General Information

Firm Start Year




Firm CRD#


Insurance License#


States Licensed in


Qualifications & Membership

Securities Licenses

Series 63, Series 6

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity