Mon - Fri: 8:00am - 5:00pm

Closed Saturday & Sunday

1643 E. Bethany Home Rd.

Phoenix, AZ 85016

(888) 997-8882

inquiries@bfsg.com

About BFSG
Investment Management
Wealth Management
Client Experience
- You Can Expect
Client Resources
FAQ’s
Contact Us

About BFSG
Investment Management
Wealth Management
Client Experience
- You Can Expect
Client Resources
FAQ’s
Contact Us

Newsletter

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Newsletter

INVESTMENT MANAGEMENT
WEALTH MANAGEMENT

Download our latest newsletter:

Quarterly Newsletter
Second Quarter 2023

Download “Quarterly Newsletter Second Quarter 2023”

BFSG-AZ-Newsletter-Q2-2023.pdf – Downloaded 6 times – 721.19 KB

OUR SERVICES

INVESTMENT MANAGEMENT

Investment Management
Equity Strategy
Fixed Income Strategies

WEALTH MANAGEMENT

Wealth Management Services
Retirement Planning
Educational Planning
Trustee Services
Account Administration
Other Services

CLIENT PORTAL

CLIENT PORTAL LOGIN

Please call the office at 602-997-8882 to obtain your ID and Password for access to the client portal.

Click here to learn more about benefits of using our client portal.

OUR POLICIES

• WEBSITE DISCLOSURE

• PRIVACY POLICY

• ADV PART 2A (Disclosure Brochure)

• ADV PART 2B (Supplemental Disclosure Brochure)

Copyright ©2022 All Rights Reserved. | Benefit Financial Services Group

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