Welcome to Financial Benefits Unlimited, LLC. For over 40 years, we have been helping investors to establish and maintain their personal and financial goals.
Financial Benefits Unlimited, LLC helps you simplify the complexity of managing your wealth, so that you have more quality time for your family, hobbies and most important your dreams. We organize your assets, asset allocation strategy, and insurances along with your financial and estate plans to help simplify and consolidate every aspect of your financial wellness.
If you're a current client, you'll find links to access your accounts, get in contact with us, get up-to-date information about the markets, and view useful resource tools that can help empower you to be a more knowledgeable investor (the kind we like!).
If you're not currently acquainted with our firm, we've created this Web site as an introduction for you to get to know us and understand how we can help you make important financial decisions.
We appreciate your interest in Financial Benefits Unlimited, LLC and we sincerely look forward to serving you.
- Connecticut Partnership for Long Term Care Quarterly Update Jul 12
Below is a link to the Connecticut Partnership's website where you can view the Partnership's latest Quarterly Update (July – September 2010): http://www.ct.gov/opm/cwp/view.asp?a=2995&q=383394 more
- Medicare/caid Seminar Jun 30
On July 27th Financial Benefits Unlimited, LLC along with Halloran & Sage LLP will be hosting a seminar on Medicare/caid planning. The seminar will be held at Holy Trininty Church, 381 Main St. in Middletown from 6-9PM. If you are interested in attending please let us know how many people you will be bringing. more
- Strong Opinions May 20
Today I was on a conference call with Ron Carson, LPL's top producer for 19 straight years. This not only applies to our business but to life in general! You need to have a strong opinion without being arrogant. Here at Financial Benefits Unlimited, LLC we have a strong opinion on client service! You can buy financial products from a variety of sources, i.e. banks, credit unions, wire houses, or independent financial planners. We believe that using an independent financial planner has the greatest value and this is why. We, Financial Benefits Unlimited, LLC, has no proprietary products or “short list” like banks and credit unions have. We also don’t hold securities in a general account that we “need” to sell like wire houses. When you call Financial Benefits Unlimited, LLC you will talk to the same person eveytime, not someone that got transferred in from another place and doesn’t even know your name and will probably be transferred to another place next month. We have an “old school” approach to client service, like making house calls and actually returning phone calls the same day! We pride ourselves on this and this is where we differentiate from our competition. We are currently “stress testing” portfolios and would like to get together to review your assets allocation. Please contact us at any time to review your accounts. more
Phone: (860) 349-3826 or 800-504-5051
Fax: (860) 349-3829
Office address:
51 R Meetinghouse Hill Rd.
Durham, CT 06422
Mailing address:
P.O. Box 86
Northford, CT 06472
