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.

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.

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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.

MEET THE TEAM

"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.