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Henry Nicolas: Primerica - Financial Services

Henry Nicolas: Primerica - Financial Services

Reviews Summary

The reviews consistently highlight exceptional service, with frequent mentions of kindness, professionalism, and going above and beyond to help clients. Many emphasize feeling treated like family, with clear communication and strong emotional support during difficult times. The team is praised for their expertise in financial services, life insurance, and investment guidance, often providing patient explanations and long-term support. Clients repeatedly note trustworthiness, accessibility, and a genuine passion for helping others, making them highly recommended for financial and insurance needs.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

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

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

Contact Information

Address

7625 Rosecrans Ave STE 41

Paramount, California 90723

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-1PM

Customer Reviews

I recently had the opportunity to use a financial services company that truly exceeded my expectations. The customer service was exceptional; every representative I spoke with was knowledgeable and eager to help. They took the time to explain various financial products and services, ensuring l understood my options without feeling rushed.

Everything was explained very well, all questions we had were answered. Great experience! So happy i finally got my life insurance and i feel like my family and i are in the best hands we could be.

Yesenia and Henry were so very helpful in the process of helping my mom receive life insurance benefits. They went above and beyond to mitigate issue we experienced with the funeral home. I am extremely happy with the assistance they provided and their expertise. I would definitely recommend their services to anyone. Whether you are looking for life insurance or help with opening an emergency, education fund, etc., they are able to help and have the patience to explain everything to you. Added bonus, the

Henry and Yesenia have been a blessing in our lives. They guided us when it came to getting life insurance and answered all of our questions. They also were there with us when my sister passed away, without them I would have been lost when it came to going to the mortuary. Thank you for continuing to keep in touch, you both became part of my family. I would definitely recommend anyone to get life insurance and to allow Henry and Yesenia to guide you in every step, you will not be alone. Thank you for all th

Yesenia and Henry are amazing! They treat you like family, and they're always available to help you with everything and anything you might need. I have been a client for many years, and I truly recommend them!

Henry and Yesenia are both amazing people they both are always available for any questions I have regarding my investments . Henry has helped many of my friends and family answer many questions with out being clients . Henry?s passion to helping families comes natural and with his wife Yesenia they both make an amazing team and that is why I decided to invest with them . Henry?s and Yesenia?s partnership allows Clients to feel comfortable calling either one of them at any time. I am definitely proud. I ch

I am so glad I am with this amazing company with the help of yesenia And henry nicolas They've been such amazing people. Dead when mom died, there were so much help and nice to help us through everything. They're such amazing people. And i'm happy to be with your company , primerica Is the best

Very helpful with my financial needs. Going above and beyond to make sure I'm on the right path in investing. Maximizing my portfolio all with positive attitude and care for their clients. Highly recommend if you looking for great future guidance.

Henry and Yesenia Are the best couple they have a amazing heart helping others they were helping me with the my mom funeral arrangements and they were so kindly and supportive of does hard moments that's why I'm very thankful Of knowing them.

What an amazing couple, Yessenia and Nicolas have helped me and many of my family members learn about income protection and setting financial goals for our future. Thanks to them I'm not worried about what happens after retirement because now I'm prepared ??

They truly are a great team who are here to help you in any way whether it's securing yourself and your family, car or even buying a home. Their attitude is great and you feel within family, go check out what they can offer you!!!

My mom has been going to Henry and his wife Yesenia for years and now I'm going to them they are the best! So helpful!

They are trustworthy, friendly, and professional. Thank you for a great experience.

Great services very helpful. They go above and beyond to help you..you can count on them..

Great people and good service!

(Translated by Google) They provide excellent service, they treat you like family and are always at your disposal. (Original) Dan un excelente servici?, te tratan como familia y siempre est?n a tu disposici?n.

(Translated by Google) Henry and Yessenia: I thank God for putting them in my life, they are excellent people, very kind and helpful, they transmit a lot of joy and confidence, always providing information. Thank you, thank you. (Original) Henry y Yessenia:Agradesco a Dios por ponerlos en mi vida son excelentes personas,Muy Amables y serv?ciales transmiten mucha Alegr?a y Confianza siempre brindando informaci?n Gracias Gracias Gracias.

(Translated by Google) I love the attention and service that until today has given me many thanks and blessings (Original) Me encanta la atenci?n y el servicio que asta el d?a de hoy me han dado muchas gracias y bendiciones

(Translated by Google) I am very satisfied with the work they do and any questions or problems I have are resolved quickly. (Original) Estoy muy satisfecha con el trabajo que hacen y cualquier duda que tenga o problema lo resuelven rapido.

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.

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