Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors Reviews

Barbara Rose 2026.05.13

     

My satisfaction of Kimberly's expertise as my financial advisor is exemplified by how many people I have referred to her services! She is an absolute God-send for this newly divorced, previously poorly advised, financially concerned retiree. I cried when I knew I was in the right place. Thank you Kimberly!

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Philip Arak 2026.05.12

     

Kim is highly knowledgeable and skilled! Helping my family and I right into retirement! I’m glad I listened to you!!! Thank you

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Joe Hahn 2026.05.09

     

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Kristin Contreras 2026.05.07

     

Excellent experience working with Kimberly Monroe! Very knowledgeable, professional, and easy to talk to. She helped me better understand my finances and made the process stress-free. Highly recommend!

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Lacee S 2026.04.24

     

Kim has been wonderful to work with! Never felt judged and have felt comfortable the whole time! Highly recommend if you are looking to learn and get advice on your financial situation wherever you are at in life.

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Jade Morris 2026.04.22

     

Wendy was amazing! She helped me get a plan together and start working towards my goals!

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Ronald 2026.04.21

     

Thank you so much Kimberly for your awesome service and investment of our finances. Couldn't be happier with the results you have provided us. Without your knowledge and guidance we would not have been able to live the retirement life we have. Ron and Deb

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Marlana Harris 2026.04.16

     

Kim was able to put our fears to rest! We are looking forward to the next chapter in our lives!!!

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Doug Henderson 2026.04.11

     

Kimberly is fantastic! Our lives are totally changing because of her! My wife and I both took handfuls of her cards to give our friends and family. If you have dreams about how your retirement should be, you need to make an appointment with her or one of her associates as soon as possible. Dreams can come true!

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April Creps 2026.03.25

     

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Sherlyn Martinez 2026.03.18

     

Retirement is a scary thought not knowing if your have planned enough or prepared enough. Kimberly is amazing! She has been comforting and reassuring that we are prepared ready. Each visit makes the retirement process more exciting. We feel safe and confident that our retirement goals and finances are in the right hands. Only wish we had come sooner to start the process abit earlier.

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Wanda Thompsen 2026.03.18

     

KImberly made us feel welcome and part of the family. She answered all of questions with ease and helped us plan for our retirement. We feel confident that our retirement will be something to enjoy and look forward to.

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Shelly Dawson 2026.03.17

     

I Highly recommend Monroe & Associates and have to many of my friends and family. Kimberly has helped us so much! You will be surprised at what they can do to help you with your financial security.

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Christine Burum 2026.03.03

     

I appreciate this service so VERY much! I haven't felt confident in my retirement planninging until working with Kim! Her professionalism, kindness, and reassurance has been outlook changing!

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Reply from Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors 2026.03.05

Thank you so much Chris for your feedback. It was a pleasure to assist you to achieving your financial goals of retirement!

Tom Mahan 2026.03.01

     

Kim and team are second to none!

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debbie hainke 2026.02.26

     

We are so blessed to have found Monroe & Associates! Working with Kim has allowed us to make big lifestyle changes we never thought possible with the end goal of financial security in our retirement. I can't recommend them enough! Everyone no matter their age should be consulting with Monroe & Associates!

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Chris Mccurley 2026.02.26

     

Hope...Wendy gives me so much hope. I'm so thankful for her insight. It has been life changing!

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Scott Dunlap 2026.02.23

     

Treat you as a person not just as an account. Very pleased with Mike and Kimberly Monroe. Thank you, you guys are the best.💯💥💥

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Randy Martin 2026.02.22

     

Kim. Has been great to work with! She alway had a plan to help my retirement fund grow !

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Merle Shepard 2026.02.22

     

I was afraid to retire as I was unsure of my financial status and Kimberly walked me through everything I needed to make a confident and informed decision. After our meeting I retired a month later, and could not be happier. I was referred to Kimberly by two colleagues and then found out she had helped several others I knew. Kimberly is great, she makes sure all your questions (and in my case fears) are answered as well as getting back to you quickly if a question arises. My husband is a stock market watcher and once Kimberly explained how the stock market works and what to watch he has relaxed. Thank you Kimberly.

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