BenefitsTree
Financial Services - Alpharetta, Georgia, United States
BenefitsTree Employees
BenefitsTree Senior Management
BenefitsTree Details
BenefitsTree was started with the concept that each person is unique and that knowledge is empowering. The advisors of BenefitsTree adhere to the practice of acting in your best interest with transparency. We are committed to creating customized benefits and financial strategies that balance your unique needs. Whether from an individual, family, employee, or business owner perspective, we draw on a broad-based industry of solutions to satisfy needs, wants or wishes. As financial professionals, we believe that financial education is the foundation to making sound personal financial decisions. Our goal is to help you achieve your personal financial life goals. Our Mission is to create a path to financial wellbeing and personal fulfillment. We plan for and inspire our clients to continually achieve their financial goals through learning and guidance; we make a positive difference in their lives.Our Vision is to continually enable our clients to realize financial wellbeing and to achieve financial independence through financial education and planning.Our fresh approach to planning for financial wellbeing is about genuineness and compassion and personal interactions. We are not just a financial advisement firm. We are a financial advisor community. BenefitsTree is a place where clients feel comfortable and looked after.We welcome inquiries from like minded financial professionals interested in joining our advisor team.Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. BenefitsTree, LLC is independent of CFGS.BenefitsTree, Planning for Financial Wellbeing, and Wella (logo) are registered trademarks of BenefitsTree, LLC. All Rights Reserved.
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