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We are proud to serve over 21,000 clients, managing over $1.2 billion in assets and $4 billion of insurance that provides protection for our clientele’s families, businesses and estates. Join our more than 21,000 clients and enjoy a Complimentary Consultation. Clients love to learn about Investing with IUL's, Custom Portfolios, 1031 Exchanges, DST's, Professional Portfolio Management, Income Protection, Buy-Sell Agreements, Split Dollar Cases, and Long-Term Care Asset Protection.
5389 Stonehurst Dr., 94553, Martinez, United States
I'm thoroughly pleased with the results of my portfolio after working with Chris. He's helped me plan for the long term future to make sure myself and my family will be taken care of. A true professional who knows a lot more than me (and I know a lot). Highly recommend his services
Chris was so insightful. He made everything easy and could explain things to me in a way that were clear and understanding. He went the extra mile, getting everything done in a timely manner. He truly wants you to be successful and that is what I am looking for when it comes to someone who helps me with my finances.
Reply from Benz Financial (David White & Associates)
Thanks Nick! It's a pleasure working with you, your wife, and daughter... We are more than happy to help your family where it matters most!
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