Benfield Financial, Inc. - Rocky Mount, North Carolina

Benfield Financial, Inc.: A Comprehensive Overview

Benfield Financial, Inc. is a distinguished financial services firm dedicated to providing comprehensive and personalized financial planning and health insurance solutions. Located at 3023 Zebulon Rd, Rocky Mount, NC 27804, United States, the company operates with a commitment to client success and long-term financial well-being. Contacting Benfield Financial is simple through their Phone: 2524433307, or by visiting their website at Website: benfieldfinancial.com. The firm has garnered a strong reputation for its expertise and client-focused approach, as evidenced by consistently positive feedback and a high average rating.

Specialties and Services

Benfield Financial specializes in two core areas: Financial Planning and Health Insurance Agency. Their financial planning services extend beyond simple investment advice, encompassing retirement planning, estate planning, tax optimization, and wealth management strategies. They work closely with clients to understand their individual financial goals, risk tolerance, and time horizon, developing tailored plans to help them achieve their objectives. The Health Insurance Agency component focuses on providing access to a wide range of insurance options, assisting clients in navigating the complexities of healthcare coverage and securing the most appropriate plans for their needs. They aim to simplify the often-confusing world of health insurance, ensuring clients receive the best possible protection.

Location and Accessibility

The company’s physical location at 3023 Zebulon Rd in Rocky Mount, North Carolina, provides a convenient and accessible environment for clients. Benfield Financial understands the importance of ease of access and offers various services to accommodate client preferences. Notably, they provide Online Appointments, allowing clients to schedule consultations remotely. For those preferring in-person meetings, On-site Services are readily available. Furthermore, the facility is designed with accessibility in mind, featuring a Wheelchair-Accessible Car Park and a Wheelchair-Accessible Entrance, demonstrating a commitment to inclusivity. Restrooms are also provided for client convenience.

Client Feedback and Reputation

Benfield Financial consistently receives positive feedback from its clients. As reflected in their 17 reviews on Google My Business, clients consistently praise the company’s professionalism, expertise, and dedication to personalized service. The average opinion is a remarkable 4.8/5, highlighting a strong level of client satisfaction. Comments frequently mention the responsiveness and attentiveness of the staff, particularly Brad and Amy, who are frequently cited for their seamless service. Clients appreciate the clear communication and the thoroughness with which Benfield Financial approaches each client’s unique circumstances. One client, Janet and Steve Holt, expressed gratitude for the firm’s assistance in navigating market fluctuations and prioritizing financial security, emphasizing the importance of a ‘safe’ approach when safeguarding their future. This sentiment reflects the core philosophy of Benfield Financial – prioritizing prudent financial decisions and long-term stability. The firm’s dedication to building strong client relationships and providing valuable advice contributes significantly to its positive reputation.

Key Features and Benefits

• Personalized Financial Planning: Tailored strategies aligned with individual goals and needs.
• Comprehensive Health Insurance Options: Access to a diverse range of plans from reputable providers.
• Expert Guidance: Experienced professionals providing knowledgeable advice.
• Convenient Scheduling: Online and in-person appointment options.
• Accessible Facilities: Wheelchair-accessible car park and entrance.

Benfield Financial, Inc. strives to be more than just a financial services provider; they aim to be a trusted partner in their clients' financial journeys. Their commitment to accessibility, coupled with their specialized expertise, makes them a valuable resource for individuals and families seeking to achieve financial security and well-being. The firm’s dedication to responsive service and client satisfaction is a cornerstone of their continued success.

👍 Reviews of Benfield Financial, Inc.

Steve H.

5/5

Brad and Amy were great. The transfer of money went flawlessly. My personal frustration was watching the stock market rise right after making the move. However, getting close to retirement in the next several years, the stock market can fall as quick as it rose. There is never a perfect time when it comes to gambling on your life savings. Playing it safe was a great move without worrying about our future. Thanks again for all your help. Janet and Steve Holt Washington, NC.
P.S. Thank you for the gigantic apple pies.

A B.

5/5

Excellent customer service. Responses quickly to all requests. Great seminars keeping customers updated. Only wish lived closer to attend various events. Love the apple pies during the holidays! Thanks for all you do.

Ava M.

5/5

Benfield is amazing company to work with. They always send us an holiday pie and it is a great thing to put on the table for our family! Thank you, Miles McCoy

Geraldine P.

5/5

5-Star pie! This is the best apple pie that I’ve ever had, and it will be gone by thanksgiving!:) Willie & Gerri

Lynn B.

5/5

Benfield Financial has been great to work with and the pie at Thanksgiving was the best apple pie I have had since my grandmother’s.

Loretta R.

5/5

Amazing people! Very knowledgeable and helpful! My husband and I are well on our way to being financially stable in our retirement phase of life! And check out this pie!!!

Scott K.

5/5

Great customer service. Holiday apple pie is good. I could eat the whole thing.

Travis F.

5/5

The apple pie that Mother Debbie Pruitt got from you was excellent thank you very much