Partner, Wealth Management

Yosef Benson

I am a registered representative of and offers securities, investment advisory and financial planning services. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am licensed to sell insurance in: CT, FL, MI, NM, TX and VA and securities in: FL, CA, NY, MI, PA, TX, and GA.