Benson Financial Group - Hannibal, Missouri

❓ FAQ 👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 161 Progress Rd, Hannibal, MO 63401, United States.
Phone: 5732210444.
Website: bensonfinancialgroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Benson Financial Group

Benson Financial Group 161 Progress Rd, Hannibal, MO 63401, United States

☎️5732210444

⏰ Open Hours of Benson Financial Group

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction

Benson Financial Group, nestled at 161 Progress Rd in Hannibal, Missouri, is a distinguished financial planning firm that has been serving the community since its inception. With a commitment to holistic financial planning and a client-centered approach, Benson Financial Group has built a reputation for excellence in the region.

Main Services

Financial Planning: The cornerstone of Benson Financial Group's services, their comprehensive financial planning process goes beyond mere savings and investments. It encompasses a holistic view of a client's financial life, including cash flow management, risk management, tax planning, and estate planning.
Retirement Planning: The firm helps clients navigate the complexities of retirement planning, ensuring a comfortable and secure retirement through strategic planning and investment strategies.
Investment Planning: Benson Financial Group offers tailored investment strategies to help clients grow their wealth and preserve their assets. Their approach is driven by each client's unique financial goals and risk tolerance.
Asset Management: The firm provides ongoing management of clients' investment portfolios, ensuring they remain aligned with the client's financial objectives and adjusting as necessary.
Insurance Planning: Benson Financial Group helps clients protect their wealth and loved ones through appropriate insurance coverage. This includes life, health, disability, and long-term care insurance.
Tax Planning: The firm assists clients in minimizing their tax liabilities through strategic planning and staying up-to-date with the latest tax laws and regulations.

Location and Access

Benson Financial Group is situated at 161 Progress Rd, Hannibal, MO 63401, United States. The office is conveniently located in the Progress Park neighborhood, offering easy access to major roads and highways. The building features ample parking, including dedicated spaces for visitors. The office is also wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible toilet inside the building.

Featured Characteristics

Experienced Team: Benson Financial Group's team consists of seasoned professionals with extensive knowledge and experience in financial planning and wealth management.
Personalized Service: The firm believes in a personalized approach to financial planning. Each client receives a tailored financial plan that reflects their unique circumstances and goals.
Transparent Fees: Benson Financial Group operates on a fee-only basis, ensuring transparency and alignment of interests with their clients. They clearly communicate their fees upfront, with no hidden charges or commissions.
Community Involvement: Beyond their professional work, the team at Benson Financial Group is actively involved in the local community, contributing to various charitable causes and organizations.

Practical Information

Address: 161 Progress Rd, Hannibal, MO 63401, United States
Phone: 5732210444
Website: bensonfinancialgroup.com
Hours: Monday - Friday, 8:30 AM - 5:00 PM (CST)
Appointments: Recommended. Contact the office to schedule a consultation.

Positive Aspects from Reviews

Benson Financial Group has received glowing reviews from its clients, with an average rating of 5/5 on Google My Business. The positive aspects mentioned in the reviews include:

Expertise: Clients have praised the team's extensive knowledge and ability to provide tailored financial advice that meets their unique needs.
Helpfulness: The team at Benson Financial Group is known for their willingness to go above and beyond to assist clients, ensuring they understand their financial plans and feel confident in their decisions.
Professionalism: Clients have noted the firm's professional and ethical approach to financial planning, always putting the client's best interests first.

👍 Reviews of Benson Financial Group

Benson Financial Group - Hannibal, Missouri

Lynn S.

5/5

Jeriod at Benson Financial is a very informed and helpful advisor. I highly recommend Benson Financial.

Donna S.

5/5

Lynn S.

5/5

Jeriod at Benson Financial is a very informed and helpful advisor. I highly recommend Benson Financial.

Donna S.

5/5

Lynn S.

5/5

Jeriod at Benson Financial is a very informed and helpful advisor. I highly recommend Benson Financial.

Donna S.

5/5

Maria N.

5/5

We've had an outstanding experience with Benson Financial. They are not only highly competent and knowledgeable, but also incredibly approachable and easy to talk to—something that makes a big difference when discussing personal finances. What really sets them apart is how thoughtfully they tailor their guidance to our individual goals and circumstances.

Every conversation with Jeriod feels personalized, not cookie-cutter. He’s also impressively responsive, always quick to answer questions or provide clarity when we need it. We've felt confident and supported every step of the way. Highly recommend!

Joey R.

5/5

My wife and me moved our funds to Benson Financial Group when we began considering retirement, and it was one of the best decisions we ever made. The Benson group continually educates us via newsletters and annual banquets, to explain current market trends and future expectations of the markets. The Hannibal Office staff are extremely professional and go above and beyond to be helpful, whether it's the reception and clerical staff, and fund managers, and of course, Pat Benson himself. Our fund manager is always available and will promptly return our calls if we have any questions. He always offers to schedule meetings with us in the office to go over our portfolio or to answer questions in person. They have a great resource team which made transitioning to retirement so much easier. They helped us apply to Medicare and Social Security. I feel lucky to have Benson Financial in the Hannibal and Quincy area and sleep better at night knowing they are managing my financial future.

C G.

5/5

Competent, professional and courteous assistance were given to me and my husband, as we planned our investments in our future. So thankful for their insight and assistance in this very important part of our financial planning! I feel like I am treated the way they treat family. I would highly recommend Benson Financial group

Tom A. J. D.

5/5

Benson Financial Group takes customer service to a whole new level. Justin has guided us through multiple life changes, and is always available with calm, professional, and caring information. We highly recommend Benson Financial. We feel like a part of the family.

Mike S.

5/5

Benson Financial Services help transfer money from one account to another.
I’ve found by the new investments with Benson I’m making more on my money. They are better inverters than my old company.
I’ve been pleased with Justin and the entire staff.
Jen and Debbie are always a smiling friendly face to see when you go in to their office.

Patty L.

5/5

Since we first walked in several years ago, the office personnel was very friendly and greeted us like family.
We first met Pat Benson and discussed what some possible options might be for us to consider while showing us the best option for our investment. We then met Justin Gibson after we had things to continue discussing and telling him what direction we wanted to go. He and Pat went over everything with us to make sure we chose the right investment for our money.
We couldn't be happier with Benson Financial and would highly recommend this firm.
Mark & Patty Long

Sue B.

5/5

Benson Financial has handled our retirement funds from day one. They are a great company and we really appreciate their insight and support in helping us enjoy our retirement the way we want.
Jeriod and Justin always go out of their way to help us with our financial decisions. Their strong Christian values and their knowledge in finance show and that is very comforting in today’s world.