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Benchmark Wealth Management
Benchmark Wealth Management: asesoramiento de patrimonio confiable y personalizado para Memphis
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Business
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Benchmark Wealth Management: asesoramiento de patrimonio confiable y personalizado para Memphis
Benchmark Wealth Management, ubicado en 5855 Ridge Bend Rd en Memphis, TN, obtiene altas calificaciones por un servicio conocedor y cordial. Los clientes elogian a Becca Mirza, Nancy y Shannon Acosta por una orientación clara de la cartera, respuestas rápidas y un apoyo atento. La firma es reconocida por mantener a los clientes informados durante las fluctuaciones del mercado y por gestionar los beneficios de jubilación para empresas y las finanzas personales con cuidado y fiabilidad.
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Estrategias de inversión personalizadas adaptadas a sus objetivos, con análisis de mercado experto y gestión de carteras para obtener rendimientos óptimos.
Soluciones integrales de jubilación para ayudarle a planificar una jubilación anticipada o tradicional, asegurando seguridad financiera y tranquilidad.
Servicios holísticos de gestión de patrimonios que abarcan la asignación de activos, la gestión de riesgos y la planificación financiera para particulares y empresas.
Asesoría y consultoría financiera personalizada para abordar decisiones complejas, con soporte ágil y explicaciones claras.
Gestión de beneficios de jubilación para empresas, ofreciendo planes a medida y comunicación para apoyar a los empleados y los objetivos organizacionales.
Calificación general
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!
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