Have you met our Coordinator, Lisa Carter? Lisa joined the BFG team in 2017, bringing with her years of experience in the financial industry. She describes her coworkers as family, and takes great pride in building meaningful connections with clients, especially in her role as Coordinator. There's so much more to know about Lisa, including her career journey, family, and her connection to her hometown, Hannibal. Learn more about Lisa by visiting https://lnkd.in/eYwkkyzJ #OurTeam #Spotlight #Quincy #Hannibal
关于我们
Benson Financial Group has two locations to better serve you in Hannibal, Missouri, and Quincy, Illinois! Our Mission The mission of Benson Financial Group is to elevate the confidence of our clients regarding their financial future, while providing the highest level of integrity and service. We believe the advisor-client relationship is best served by our ability to provide comprehensive education utilizing a teamwork approach in a manner that allows our clients to view us as trusted-advisor for their entire financial home. Our Beliefs and Guiding Principles *Keep our fiduciary responsibility first and foremost - We have a responsibility to advise based on what is in the client’s best interest, rather than our own. Service and integrity must be at the forefront of EVERYTHING we do. We commit to hold ourselves to the highest level of ethical behavior, both professionally and personally. *We start by listening - We strive to practice the art of listening well and follow that with teaching in simplistic ways that are easily understandable. *Begin with the end in mind - Sound planning should always be based on your goals, dreams, and concerns and always trumps focusing only on rate of return projections. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Benson Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not flect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
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https://www.bensonfinancialgroup.com/
Benson Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Hannibal，Missouri
- 类型
- 私人持股
- 领域
- Financial Services、Financial Planning、Financial Planning Strategies、Retirement Planning、Northeast Missouri Financial Planning、Northeast Missouri Financial Services、Northeast Missouri Retirement Planning、Northeast Missouri Financial Strategies、Financial Planning in Hannibal, Missouri、Hannibal, Missouri Financial Planning、Hannibal, Missouri Financial Services、Roth IRA、Rollover IRA、Pension Planning、Financial Strategies for Retirement和Estate Planning
地点
Benson Financial Group员工
动态
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While we strive to make a positive and meaningful impact on our clients, we're equally committed to making a difference in our community! Our team members, Jeriod Turner and Megan Duncan, serve on the Community Impact Committee for United Way of the Mark Twain Area. This month, they're dedicating their Fridays to visiting local nonprofits that have applied for United Way funding. They're learning about each organization's mission, understanding their work, and witnessing the impact they have on local residents. Last Friday, they visited Loaves and Fishes, which provides sit-down, hot meals to anyone who comes in the door, and their food pantry, Feed America, offers weekend boxes and fresh produce to those in need. It's a privilege to support and get to know incredible, local organizations! Thank you for all you do for our community, and for welcoming our team members.
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Our March 2025 Newsletter is live! Each month, our team creates an in-depth newsletter, bringing you team member spotlights, company updates, celebrations, and financial information. This month, our newsletter features: ?? BFG Spotlight: Lisa Carter, Coordinator? ?? Pat and Connie Benson Honored with Pacesetters Award ?? Financial insights by Ben Strother on "Debt Solutions: Snowball vs. Avalanche" Dive into our full newsletter here: https://lnkd.in/eYwkkyzJ #BensonFinancialGroup #Newsletter #News #OurTeam
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At Benson Financial Group, we celebrate and cherish our clients and our amazing team members alike! Every month, we make it a point to celebrate our team's birthdays, work anniversaries, and other milestones. Just yesterday, we had a fun February birthday celebration for Beth and Justin, complete with birthday treats. Happy birthday to both of you! We enjoyed celebrating with you. ?? #BensonFinancialGroup #OurTeam #Birthdays
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Members of our team are excited to be at the Kingdom Advisors Conference in Orlando this week, connecting with like-minded professionals and growing in faith-based financial wisdom! #RedeemingMoneyKA #FinancialAdvisors
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https://lnkd.in/gN-ghQeN The spotlight is on Justin Gibson, a 2024 market review, new employees, and holiday office closures.
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Thanks for following Benson Financial Group! We would also appreciate it if you would subscribe to our newsletter, Beyond the Numbers. Don't miss the Market Update in our BFG February Newsletter! https://lnkd.in/g7cDZE8V
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https://lnkd.in/g_vXkW-G The spotlight is on Jen Kovar, the BFG mission trip to Uganda, new giving strategies, and holiday office closures.
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https://lnkd.in/g_vXkW-G The spotlight is on Jen Kovar, the BFG mission trip to Uganda, new giving strategies, and holiday office closures.
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