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Chuck Negrete: Primerica - Financial Services

Chuck Negrete: Primerica - Financial Services

Reviews Summary

The overwhelming majority of reviews are extremely positive (5-star), praising the office for its knowledgeable, friendly, and professional staff who provide excellent financial advice, life insurance, and investment services. Clients highlight personalized care, debt management help, and a welcoming environment. A few negative reviews mention concerns about business practices and financial losses, but these are rare exceptions. The consensus is highly favorable, with many clients recommending the services and expressing long-term satisfaction.

About This Listing

Payroll
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Payroll
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Contact Information

Address

1235 Indiana Ct STE 114

Redlands, California 92374

Visit Website Call Now Get Directions

Hours

Sunday 8AM-7PM
Monday 8AM-7PM
Tuesday 8AM-7PM
Wednesday 8AM-7PM
Thursday 8AM-7PM
Friday 8AM-7PM
Saturday 8AM-7PM

Customer Reviews

I've had an outstanding experience with the Primerica office for my life insurance needs. The team took the time to thoroughly educate me on the importance of life insurance, ensuring I understood all my options. They provided me with the best possible price, and I'm thrilled to have them as my insurance provider. I highly recommend their services!

Primercia offers the best financial services at the best price! Chuck and Rita are extremely passionate and knowledgeable about the work they do. Can't wait to help other family members with their life changing products. Extremely excited to be joining the team after getting my own policy with them.

Chuck and Rita couldn't be nicer, they made me feel comfortable and safe. I was very nervous going in, I was looking to transfer my retirement fund to something safe. I'm so glad I found them. They addressed all my concerns and got me exactly what I needed to feel good about the next chapter in my life. They already feel like family. Thanks for everything!

Thank you to the Negrete family for helping me set up my investments and life insurance. Very professional people and extremely polite, I will continue to do business with primerica and would highly recommend their service!

Everyone in this office is so welcoming! I sat with Derek & Dayleen in desperate need of help with my finances, they helped me set up a plan for me and my family to clear up our debt and even save more money monthly! I got my life insurance set in place & I am so grateful for the help I received I am so eager to help others in the exact same way! I recommend this office and their services 100%

Be careful if you decide to work with them or take classes to get your license. There are no refunds.

This office taught us not only how to pay down our debt step by step but also educated us about various financial products and services that have tremendously improved our finances. Friendly and courteous customer service that exceeded our expectations.

By far the best office I've been too, everyone here is super super inspiring and welcoming, the brokers here have shown me so much that has forever changed my life in a positive direction. I'm both an agent and client here and I haven't seen better people or an office better than this one????

This is such a great office! I went in there and asked if they could help me with my insurance and investments and they ended up doing a great job, they taught me so much about the insurance I had

Best personal service! Been a client since 2014! All my family has Life Insurance Protection with this Primerica office! ????

Amazing place Juan Did an amazing Job educating me in my life insurance and investments !! This place is very knowledgeable and the staff is amazing the office manager Ericka was very helpful and nice Highly recommend if you need financial advice

Office is very welcoming, all the agents are very professional and respectful and helped me out with all of the services that I needed! Greatly recommend!!!

I was recommended by a Friend wasn't certain about Primerica until I spoke to Kika Flores and it sound sincere and good kind and sweet I'm in good hands

This office has been here for over 12 years. It is run by an amazing leader and there is so much professional training done there. Any one who needs help financially will definitely get it there.

I love this company! I thought it was just Life Insurance but when I sat with the agent she also helped me save $400 a year on my auto with a better company. I would definitely refer this office!

Very nice knowledge and experienced in the area of investment and life insurance etc. Big team focused on winning. If you have the will then this is the place!

My husband and I have been clients with the company since 2010. Great Customer service. I always recommend my family and friends to them. Staff is so helpful too.

This place is awesome! Great work environment. Highly recommend to check it out!

My wife and me are so greatfull with the agent that helped us. We have a 14 yr/ 8yr/7yr old kids the same money we had in the savings in our bank when we switch it over w/ them made in 3 months what I made in the bank in 2yrs keep up the great work

Chuck and Rita are awesome! They are very helpful and answered all my questions.

Great people, they answered all my questions on life insurance and investment. Highly recommend their services

Agent very knowledgeable and pleasant. Was easy doing over Zoom. But the one who called over phone was not very pleasant ??.

I have known one of the employees there for a long time. Mari is the best and she is very friendly and she explains everything so easily

A company designed around taking advantage of recent High School grads and trying to get them to join a pyramid scheme. Shady business practices and methods for selling insurance and getting employees.

I've been a client of this insurance company for 17 years now. Great people good service

A place thats gives you the knowledge and tools too create financial freedom and stability for untold events yet too come.

They make sure that I was on track to retire in time thank you Primerica!

All around great staff and great company.

Went to a meeting today love it !

Its a great insurance company

Be open minded & positive attitude.

GREAT STAFF, GREAT SERVICES

(Translated by Google) Too upset with this company and this type of investments. I started with 1,700, then 500 per month, after 6 months, I realized that I had lost 177 dollars, I decided to withdraw my money. And I lost 99 dollars more, so in 6 months?More (Original) Demasiado molesta con esta compa?ia y con este tipo de inversiones. Empece con 1,700, despues 500 por mes, al cabo de 6 meses, me di cuenta que habia perdido 177 dollares, decidi sacar mi dinero. Y perdi 99 dollares mas, asi que en 6 meses ?

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.