Benefit Financial Services Group

Investment Management, 2040 Main St Ste 150, Irvine, California, 92614, United States, 11-50 Employees

Phone Number: 88********

Who is BENEFIT FINANCIAL SERVICES GROUP

Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advi...

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Headquarters: 2040 Main St Ste 150, Irvine, California, 92614, United States
Date Founded: 1991
Employees: 11-50
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Investment Management

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Employees

Cfp® Michael Allbee

Principal, Senior Portfolio Manager & Chief Compliance Officer

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Aksana Muñoz

Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401k Consultant)

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Irene Tong

Investment Research Analyst/Retirement Plan Consultant

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Keith Johnson

Financial Advisor

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Frequently Asked Questions Regarding Benefit Financial Services Group

Answer: Benefit Financial Services Group's headquarters are located at 2040 Main St Ste 150, Irvine, California, 92614, United States

Answer: Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory services and fees continues to remain available upon request. BFSG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BFSG's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFSG's web site on the Internet should not be construed by any consumer and/or prospective client as BFSG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BFSG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of BFSG's current written disclosure Brochure and Form CRS discussing BFSG's business operations, services, and fees is available on this web site and/or from BFSG upon written request. BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSGs web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BFSG is engaged, or continues to be engaged, to provide investment advisory services.