About Advanced Benefit Systems
Reviews for Advanced Benefit Systems
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Advanced Benefit Systems, a well-established financial services company, is known for its dedicated and professional team. Jerry and Scott, the financial professionals associated with the company, have been helping clients achieve their financial goals for decades. They offer personalized solutions, tailoring their advice to meet each client's unique needs. Their expertise spans estate planning, life insurance, long-term care, investments, and 529 accounts. Clients consistently praise their honesty, friendliness, and professionalism, with many recommending them to others. With a long history of happy clients, Advanced Benefit Systems is a trusted partner for achieving financial success.
I have trusted ABS since I met them in 2016. I came to them while looking for a better investment company to suit my needs.. I was introduced to Scott Mason and the team by friends and colleagues who already were invested with them for some years. They are extremely smart, supportive, and personal in their ability to manage my portfolio.They advise me on long term views, current market conditions, and consult when considering options for reallocation. Scott and Ryan are quick to answer a call or email, and find out anything I ask for. Jerry has been a big support as I navigate my Long Term Care insurance, for example. And I always enjoy visits with Scott, either...read full review
I highly recommend this company. I have been a client since the mid 90s. Because of this company investing for me, I was able to retire last year. I have had the same 2 gentleman Ryan Calderon and Scott Mason. They periodically reach out to make sure I am aware of what's going on with my investments and what they believe will happen with the market. I can always reach out to them and don't have to wait long for a response. I can't praise Ryan enough. He has gone above and beyond to assist me. Many times with things that to most are simple but I'm unable to figure out. Ryan always has had patience and found a way for me. Investing with this company was the smartest...read full review
I have been a client of Jerry's and ABS for 30 years. Jerry's advice and service has been spot on. The plan we laid out in the 90's has performed excellent, as well as his council on some recent changes we made. I highly recommend ABS. They have the experience, expertise and develop a great working relationship with their clients. Very happy !!