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Rely on Our Experience

We are a dedicated investment and financial planning firm prepared to guide you.

Who We Serve

Wherever you are in life, we're ready to take the financial burdens off your shoulders. 
After Yoga

Retirees

If you’re currently living in retirement you know how critical it is to make sound and informed choices. We can help you every step of the way.

Family at a Beach

Families & Young Executives

Maybe you have a demanding career, or are juggling family responsibilities, we can help you manage your financial future.

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Pre-Retirees

Are you starting to focus more of your attention on retirement? It makes sense to start thinking about what life will look like when you walk away from your full-time employment.

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Who We Are

At Benz Financial Group we’re your financial partner. With any partnership, communication and trust are crucial for success. Through clear correspondence, insightful education and unparalleled service, our goal is to make sure you are confident and excited about your financial future.

"We want our clients to enjoy more time living their lives and less time worrying about their finances. That's our goal."

EDWARD G. BENZ JR.  |  PRESIDENT OF BENZ FINANCIAL GROUP

Ready to Get Started?

Schedule a consultation to see how we can help you reach your financial goals.

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Benz Financial Group

Copyright © 2021 | Benz Financial Group Inc.

Benz Financial Group

8 Academy Place

Orleans, MA

02653

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phone:

508.255.0677

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email:

edbenz@benzfg.com

jordan@benzfg.com

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Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org , a registered investment adviser.  Benz Financial Services, Inc., 8 Academy Place, Orleans, MA 02653, (508) 255-0677.

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https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf

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The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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