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Benchmark Wealth Management
Benchmark Wealth Management: Trusted, personalized wealth guidance for Memphis
5
Business
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Benchmark Wealth Management: Trusted, personalized wealth guidance for Memphis
Benchmark Wealth Management, located at 5855 Ridge Bend Rd in Memphis, TN, earns high marks for knowledgeable, friendly service. Clients praise Becca Mirza, Nancy, and Shannon Acosta for clear portfolio guidance, quick responses, and attentive support. The firm is noted for updating clients through market swings and for managing retirement benefits for companies and personal finances with care and reliability.
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Customized investment strategies tailored to your goals, with expert market analysis and portfolio management for optimal returns.
Comprehensive retirement solutions to help you plan for early or traditional retirement, ensuring financial security and peace of mind.
Holistic wealth management services covering asset allocation, risk management, and financial planning for individuals and businesses.
Personalized financial advice and consulting to navigate complex decisions, with responsive support and clear explanations.
Management of retirement benefits for companies, offering tailored plans and communication to support staff and organizational goals.
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Overall rating
Lee Huie
Great friendly staff, very knowledgeable and professional. They definitely know their stuff in the investment world. The returns are homeruns constantly. They take explain every step of the way to make you feel more comfortable
Suzanne Ray
I’ve been with Nancy since the beginning. Never any issue - always there to answer questions or get me documents that I need, etc. Her staff responds so quickly, knowledgeable and so nicely that I feel confident in their abilities to help me with decisions about any that need to be made. IMO you can’t go wrong choosing Benchmark for your financial/investing needs.
Eddie Higginbotham
Ten years ago, I wasn’t sure that I would be able to retire! Today, my wife and I are on course to retire early. Shannon Acosta and the Benchmark team have played an integral role in our financial turnaround. They not only have the utmost competence in every area of wealth management, but are among the nicest, most genuine people on the planet! Their engagement and encouragement have been such a blessing to my wife and I over the past 8 years. We highly recommend the Benchmark team for all your wealth management needs.
Carolyn Lee
Benchmark has met all my expectations!! Becca Mirza has kept me updated with the ups and downs of my portfolio. She is very informed and extremely knowledgeable about all my financial needs. She keeps up with the stock market to make the best decisions for my investments. I highly recommend her and Benchmark for your financial needs.
Gant Systems
The Benchmark Wealth Management team does an excellent job managing retirement benefits for our company. They are also personal financial managers for many of our staff. Responsive and excellent communicators, focused on making a positive impact with their clients and Memphis. Highly recommend!
