Benz Financial (David White & Associates)

5389 Stonehurst Dr., 94553, Martinez, United States
http://benzfiduciary.com
Visit this site
image
5.00
Based on 2 Reviews

5

100.00%

4

0.00%

3

0.00%

2

0.00%

1

0.00%
About Benz Financial (David White & Associates)

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.

Tags
Contact Info

You need to Login first to submit your review.

image
Nick Theilemann
GB

Chris is the best I have ever dealt with. 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.

image
Jake Russell
GB

Quality service and communication 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

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow