Jimmy Segreto
About Jimmy Segreto
Jimmy Segreto serves as a District Manager at Primerica and a Financial Professional at PFS Investments, where he has worked since 2019. He specializes in helping clients protect their assets, achieve debt freedom, and develop investment strategies for retirement.
Work at Primerica
Jimmy Segreto has served as a District Manager at Primerica since 2019. In this role, he oversees operations and supports financial professionals in delivering services to clients. His responsibilities include managing a team and ensuring that clients receive comprehensive financial guidance. He has been with Primerica for five years, contributing to the company's mission of helping families achieve financial security.
Work at PFS Investments
Since 2019, Jimmy Segreto has also worked as a Financial Professional at PFS Investments in Oakland, New Jersey. In this capacity, he assists clients in protecting their assets and aims to help them become debt-free. His work involves providing tailored financial advice and strategies to meet the unique needs of each client.
Education and Expertise
Jimmy Segreto focuses on educating clients about wise investment strategies, particularly for retirement planning. He emphasizes the importance of financial literacy and aims to empower clients to make informed decisions regarding their finances. His expertise lies in designing financial coaching programs that cater specifically to middle-American families.
Client-Centric Approach
Segreto's approach centers on helping clients understand their financial options and the importance of asset protection. He works closely with clients to develop personalized strategies that align with their financial goals. His commitment to client education is a key aspect of his professional philosophy.