Question 1

What services does Benchmark Wealth Advisory offer?

Accepted Answer

Benchmark Wealth Advisory offers a wide range of financial services, including personal wealth management, business owner and executive planning, and generational planning solutions. The company's focus is on meeting the unique needs of business owners and their families.

Question 2

What qualifications do the financial professionals at Benchmark Wealth Advisory have?

Accepted Answer

The financial professionals at Benchmark Wealth Advisory are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, and are also investment advisor representatives of Cambridge Investment Research Advisors, Inc., a registered investment advisor. They are required to meet specific educational, experience, and licensing requirements to provide financial advice and services.

Question 3

How can I learn more about the background of my financial professional at Benchmark Wealth Advisory?

Accepted Answer

Clients can check the background of their financial professional on FINRA's BrokerCheck website. This resource provides information about the professional's registration, licensing, and any disciplinary actions or customer complaints.

Question 4

Does Benchmark Wealth Advisory offer tax or legal advice?

Accepted Answer

No, Benchmark Wealth Advisory does not provide tax or legal advice. The company recommends that clients consult with tax or legal professionals for specific information regarding their individual situations.

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What services does Benchmark Wealth Advisory offer?

What qualifications do the financial professionals at Benchmark Wealth Advisory have?

How can I learn more about the background of my financial professional at Benchmark Wealth Advisory?

Does Benchmark Wealth Advisory offer tax or legal advice?

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