Mon - Fri: 8:00am - 5:00pm
Closed Saturday & Sunday
1643 E. Bethany Home Rd.
Phoenix, AZ 85016

The Benefit Financial Services Group Difference

Offering a service platform where each client is known and appreciated

We are service driven. We meet and communicate with our clients frequently. We do not use voice mail during office hours, so when you call, you will always talk to a live person. We are flexible and adapt to meet our client’s needs. We know all our clients and understand what is important to them.

WEALTH MANAGEMENT
RETIREMENT PLANNING
EDUCATIONAL PLANNING
TRUSTEE SERVICES
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About Us

At Benefit Financial Services Group, we believe in being good citizens in the community and world in which we live and work. Our employees have therefore chosen to give back to the communities in which they are a part.

Wealth Management Strategies

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Let Us Help You

Benefit Financial Services Group’s culture is to always put the clients first. We are interested to obtain a clear understanding of what is important to our clients so that we can be effective in achieving each client’s particular goals and needs.

Benefit Financial Services Group makes every effort to avoid any conflict of interest with our clients. The management fee is the only income we earn. Benefit Financial Services Group does not earn commissions on transactions, or kickbacks from mutual fund companies for using their products.

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