Reviews for Benchmark Financial Wealth Advisors, LLC

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Nov 2024
Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need.

The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they...read full review

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From Benchmark Financial Wealth Advisors, LLC

We are a private and independent firm that works for our clients in a fiduciary capacity and their best interests. We help them with more than just money management. We assist them with setting and achieving their financial goals, reviewing their cash flow, protecting their family with insurance, and managing their investments. We aim to make their life easier by taking away the worry and stress of financial decisions. We want them to enjoy their time with their loved ones and their passions.

Hours

Monday: 9AM - 4:30PM
Tuesday: 9AM - 4:30PM
Wednesday: 9AM - 4:30PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 4:30PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 3/5

Map & Location

2351 NW Boca Raton Blvd Suite # 100, Boca Raton

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