Robert Townsend: Primerica - Financial Services is a Financial Planning Firm in Charleston, SC, located at 4000 Faber Place Dr Ste 310 N Charleston, SC 29405. It holds a rating of 5.00 based on 1 reviews. Robert Townsend operates as a Primerica Financial Representative, aiming to help neighbors and residents of N Charleston and surrounding communities with their financial and life goals through personalized investment strategies. His priority is to create value and peace of mind for clients by treating them with respect and integrity.
Townsend offers financial products, investment services, term life insurance, and mortgage loans. He conducts a Financial Needs Analysis (FNA) to create customized strategies for financial security, including income protection, retirement protection, debt solutions, and education funding for children’s expenses. Securities are offered by PFS Investments Inc., a registered representative firm with offices in Duluth, GA, and advisory services under the name Primerica Advisors. PFS Investments Inc. is a member of FINRA.
Term life insurance products are underwritten by Primerica Life Insurance Company of Canada, National Benefit Life Insurance Company, and Primerica Life Insurance Company. AM Best has rated these companies A+ (Superior) as of January 22, 2025. Primerica Mortgage, LLC, NMLS ID # 1723477, acts as a state-licensed Mortgage Broker with headquarters in Duluth, GA. Mortgage products are offered through a contractual agreement with third-party lenders.
ID Theft Defense is provided through a contractual agreement between Primerica Client Services, Inc. and Prepaid Legal Services, Inc., d/b/a LegalShield. This service offers access to identity theft protection and restoration, though Primerica representatives do not directly provide this advice. Representatives are independent contractors and may provide products only in jurisdictions where licensed, including Virginia, SC, Ohio, North Carolina, Maryland, Georgia, Florida, Delaware, and California. The office also functions as a mortgage branch. Townsend welcomes N Charleston residents to call or visit the office to discuss how they can help achieve financial goals.
BizScoreAI gives the business a Technical score of 89 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Discoverability score is 75 out of 100.
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