Philosophy

 

At Benz Financial Services, Inc., our clients' enjoyment of life is our number one priority. We want you to be able to spend more time living and less time worrying about your finances. We accomplish this through:

Quality Service
We are not simply your financial planner—we are your financial partner. As with any partnership, communication and trust are paramount to success. Through communication and education, we will earn your trust. We also promise to do whatever possible to provide you with the best in customer service. We are always available to you by phone or e-mail, and face-to-face meetings are encouraged.

Objective Advice
We believe in the importance of offering independent, objective advice. We are an independent firm, offering access to securities and advisory services through Commonwealth Financial Network. This means that we have no proprietary products and are free to choose from any products available. Our recommendations are based on your best interests.

Custom Solutions
Through consultation and education, we aim to offer personalized solutions designed to address your specific needs. Each of our investment and financial plans is unique and individually created with your specific values in mind.
 

We welcome the opportunity to advise both new and seasoned investors and encourage clients of all ages and wealth levels to contact us for a consultation.