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Financial Advisor · Dallas, TX For homes For businesses
Protection and a savings plan for Main Street families
Joe Roppolo is a Regional Vice President with Primerica in Dallas, with the company since 2002. He helps Main Street families and business owners understand their finances, protect their income with term life insurance and set up investment accounts for retirement and college, one household at a time.
- With Primerica since 2002
- Licensed in investments and life insurance
- Registered on FINRA BrokerCheck
- No client is too big or too small
Problems Joseph solves
Sound familiar?
No plan, just a paycheck that disappears
Many families have never sat down with anyone to see where the money goes. Joe starts with the financial principles most people were never taught, then builds a goals-based picture: an emergency fund, protection for the family's income, and long-term investing for retirement.
A young family with a mortgage and no life insurance
A recent home purchase and children at home mean one income loss could unravel everything. Joe places term life insurance underwritten by Primerica Life Insurance Company so the mortgage and the family's plans are covered if a parent dies.
Retirement savings that have never been started
Joe is a registered representative of PFS Investments Inc. and an investment adviser representative. He sets up Traditional and Roth IRAs, 403(b) accounts and managed investment accounts, drawing on asset managers such as American Funds, Fidelity, Franklin Templeton, Invesco and others.
A business owner with employees and no retirement plan
Small business retirement plans are part of the practice: 401(k), SEP and SIMPLE IRAs, 403(b) and 457 plans, and payroll deduction plans that let employees save from each paycheck.
College costs coming faster than the savings
College savings plans can be opened and funded over time alongside the family's other goals, with the trade-offs explained in plain language.
Services
What Joseph does
Financial needs analysisA review of income, debt, protection and savings that shows the household where it stands and what to do first.
Term life insuranceCoverage underwritten by Primerica Life Insurance Company to protect a family's income and mortgage.
Retirement accountsTraditional and Roth IRAs, 403(b) and 403(b)(7) accounts, and retirement income planning.
InvestmentsMutual funds, annuities and managed investment accounts through PFS Investments Inc. and Primerica Advisors.
Business retirement plans401(k), 403(b), 457, SEP and SIMPLE IRA plans and payroll deduction plans for small employers.
College savings plansAccounts for education costs, funded over time.
Auto and homeowners insurance quotesIntroductions to carriers for auto and home coverage through Primerica's program.
Legal protectionLegal protection plans listed among the products offered.
Service area: Dallas, Dallas–Fort Worth, Texas
How it works
What happens after you reach out
- Schedule an appointment Book a meeting through the website or by phone. Meetings cover where the family is today and what it wants.
- Review the household picture Income, debts, protection and savings are laid out so the gaps are visible.
- Put the plan in place Protection first, then savings and investment accounts matched to the family's goals, reviewed as life changes.
Credentials and guarantees
✓Regional Vice President, Primerica
✓Registered Representative, PFS Investments Inc. (FINRA BrokerCheck CRD 4622640)
✓Investment Adviser Representative, Primerica Advisors
✓Life Insurance Representative
✓Investments and savings licensed in TX, AZ, CA, CO, FL, IA, MA and MO; term life in TX and IA
In businesswith Primerica since 2002
About
Joseph Roppolo
Joe Roppolo has been with Primerica since 2002 and serves as a Regional Vice President from the company's Dallas office on LBJ Freeway. His focus is what he calls Main Street families: households that want to protect their income, pay down what they owe and build savings without needing a large balance to get attention.
Joe is a registered representative of PFS Investments Inc., a licensed life insurance representative and an investment adviser representative. Through those licenses he offers term life insurance, mutual funds, annuities, traditional and Roth IRAs, 403(b) plans and college savings plans. For business owners he works on 401(k), SEP, SIMPLE and payroll-deduction retirement plans. He also refers clients to an auto and homeowners insurance program.
His approach is goals-based: build an emergency fund, invest for the long term using established asset managers, and plan for retirement income. Married couples with children, recent home buyers and business owners are the families he works with most. Products are offered only in the states where he is licensed, including Texas.
Why clients choose Joseph
- More than two decades with the same company, since 2002
- Licensed for both life insurance and investments, so protection and savings are handled together
- A teaching approach built on basic financial principles, with every recommendation explained
Who should call
A married couple with children, a family that recently bought a home, or a business owner who wants a clear picture of their finances and someone to walk them through protection, retirement and college savings. Households that have never had a plan are welcome; no client is too big or too small.
Works alongside: Works alongside estate planning attorneys, real estate agents, mortgage brokers, family law attorneys and pastors.
Guide by Joseph
Two kids, a mortgage, no plan: how a working family puts protection and savings in order
7 min read. What is happening, what you can check yourself, and when to call.
Read the guideQuestions people ask Joseph
Do I need a lot of money to work with Joe?
No. Primerica's stated approach is that no client is too big or too small, and the focus is Main Street families: an emergency fund first, then long-term investing and protection.
What kind of life insurance does he offer?
Term life insurance, underwritten by Primerica Life Insurance Company. Term coverage is designed to protect a family's income and obligations such as a mortgage for a set period.
Is he licensed to handle investments?
Yes. Joe is a registered representative of PFS Investments Inc., Primerica's broker-dealer, and an investment adviser representative with Primerica Advisors. His registration can be checked on FINRA BrokerCheck.
Can he set up a retirement plan for my small business?
Yes. Business retirement plans include 401(k), 403(b), 457, SEP and SIMPLE IRA plans and payroll deduction plans.
Does he promise a certain return?
No. Investments carry risk, and no return or rate is promised. The website is informational and is not a solicitation or an offer to sell products.
Contact
CompanyPrimerica
Phone214-244-6816
Websiteprimerica.com/roppolo
Office8131 Lyndon B. Johnson, Suite 420, Dallas, TX 75251
GoogleBusiness listing
Email is routed through the referral form so the chapter can record the introduction.
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