Financial Benefits, Inc

Overview

Financial Benefits, Inc. is a small, owner-run corporate firm that operates primarily as an insurance broker and provides financial planning services. The company charges clients on an hourly or fixed-fee basis rather than through a percentage-of-assets advisory model. It does not position itself as an ESG investor, is not registered as a multi-state adviser, and is not identified as a capital allocator or pension consultant. SEC registration year is not provided. The firm reports two office locations.

Assets & Accounts

Investments & Alternatives