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Pedro Ramon Carreon: Primerica - Financial Services

Pedro Ramon Carreon: Primerica - Financial Services

Reviews Summary

Customers consistently praise the professional, honest, and patient approach, highlighting decades of trusted service in finances, insurance, and loans. Many emphasize going above and beyond, with clear communication, tailored solutions, and genuine care for clients' needs. Long-term relationships and family-wide trust are common themes, alongside efficiency, punctuality, and stress-free experiences. Satisfaction spans refinancing, retirement planning, and goal-setting, with strong recommendations for expertise and reliability.

About This Listing

Tax Planning
Financial Advisory
Insurance Agencies

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 Planning
Financial Advisory
Insurance Agencies

Contact Information

Address

155 Cawston Ave N Suite 215

Hemet, California 92545

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-3PM
Friday Closed
Saturday 11AM-2PM

Customer Reviews

I can't say enough good things about Pedro. From day one, he made the whole process so easy and stress-free. He took the time to really listen to what I needed, explained all my options clearly, and helped me find the perfect coverage for my situation. What really stood out to me was how patient, honest, and genuinely helpful he was. I never felt rushed or pressured ? just supported and well-informed every step of the way. It's clear he truly cares about his clients and wants the best for them. I feel compl

Pedro Carreon has been a great great friend and a huge help to our family during our times of need. He helped us see beyond tomorrow for a brighter future. Pedro has gone above and beyond when it comes down to helping out family and friends that we have recommended to him. When my wife and I first looked into Primerica and what it represented, Pedro took the time to explain and answer any questions that we had. Whether you have questions of life insurance, retirement plans, investing or life goal I wou

What can say, I've know Pedro since I was a teenager he has been helping my parents with insurance questions and needs. As an adult he has been there to help answer any questions I've had or any needs or changes I've had to make. He can help answer questions you may have regarding insurance, investments or if you need a homeowners loans. He's also available to talk and walk you through the process and set goals to get you where you want to be. Pedro is very friendly and easy to talk to so don't be afraid to

Pedro has been helping our family out since I can remember . He is very professional and efficient. He will go above and beyond for his clients. He currently helps my whole family with insurance and financials . I wouldn't trust anyone else as a financial advisor .

I've know Pedro for about 20 yrs and I will not go any where else. Hands down the most patient and honest person I've delt with Im my opinion. No matter how big or small what your needs are it is treaded with the utmost importance. You can not go wrong and will not be disappointed with the professionalism and experience of having something done rite and with piece of mind. ??!!

Petrol is amazing. Was always very, very efficient on everything, Very professional, Punctual, Very honest and understanding. Highly recommend him. Can't say enough Good things about him.

I'm very satisfied with Pedro and the way he does his job, he's been doing my personal finances for the last 8 years and not only he helps me with my finances he also helped me refinancing my house from an interst of 10.5 Down to an interest of 5.6 He really takes his job with great passion, honestly and professionally.

Pedro has handled my finances for 20+ years and when it comes to my finances or questions he is the one I always call because he always delivers.

It's only been a few years that I've known Mr. Carreon but he has been very professional and helpful.

Amazing team that provides amazing service! Primerica has helped me with my finances and I will always continue to work with them!

Always have the Best experience!

(Translated by Google) Very good customer service, always very friendly and professional. (Original) Muy buena atenci?n al cliente, Siempre muy amable y profesional.

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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