Benson Financial Group - Hannibal, Missouri

Introduction to Benson Financial Group

Nestled in the heart of Hannibal, Missouri, at 161 Progress Rd, Benson Financial Group (BFG) has been serving the financial planning needs of the local community and beyond since its establishment. This full-service financial planning firm is committed to helping individuals, families, and businesses alike navigate the complex world of finances and make informed decisions about their financial future.

Main Services

• Financial Planning: BFG offers comprehensive financial planning services that go beyond general savings and investment advice. They provide a holistic approach that encompasses all aspects of your financial life, including retirement planning, investment planning, and insurance planning.
• Retirement Planning: Whether you're just starting your career or nearing retirement, BFG's experienced team can help you create a retirement plan tailored to your unique needs and goals. They can assist with strategies for saving, investing, and distributing your assets in retirement.
• Investment Planning: BFG provides personalized investment planning services to help clients grow and preserve their wealth. They use a disciplined, evidence-based approach to create diversified investment portfolios that align with each client's risk tolerance, time horizon, and financial objectives.
• Asset Management: BFG's asset management services are designed to help clients grow their wealth while managing risk. They offer personalized portfolio management, investment research, and ongoing portfolio reviews to ensure that clients' investments remain on track to meet their financial goals.
• Insurance Planning: BFG understands that protecting your assets and loved ones is an essential part of any financial plan. They can help you identify your insurance needs and find the right coverage at the most competitive rates.
• Tax Planning: Effective tax planning can help you keep more of what you earn and reduce your tax liability. BFG's team can provide tax planning strategies tailored to your unique situation, helping you minimize your taxes and maximize your wealth.

Location and Access

Benson Financial Group is conveniently located at 161 Progress Rd, Hannibal, MO 63401, in the heart of the city's business district. The office is easily accessible from major thoroughfares such as US-61 and MO-79. Clients can find ample parking available on-site, with designated spaces for visitors. The building is also wheelchair-accessible, with a designated parking spot, wheelchair-accessible entrance, and restroom facilities.

Featured Characteristics

• Experienced Team: BFG's team of financial professionals brings decades of combined experience to the table. They are committed to staying up-to-date with the latest financial trends and regulations to provide clients with the most informed and effective advice.
• Client-Centered Approach: BFG believes in building long-term relationships with their clients. They take the time to understand each client's unique financial situation, goals, and concerns, and tailor their services to meet those needs. They are dedicated to providing personalized, hands-on service and exceptional client care.
• Transparency and Communication: BFG is committed to maintaining open lines of communication with their clients. They provide transparent fee structures and regular updates on the progress of each client's financial plan. They also offer educational resources and workshops to help clients better understand the financial planning process and make informed decisions about their money.

Practical Information

• Phone: 573-221-0444
• Website: bensonfinancialgroup.com
• Address: 161 Progress Rd, Hannibal, MO 63401, United States
• Hours: Monday - Friday, 8:00 AM - 5:00 PM (Closed on weekends and major holidays)
• Appointments: Recommended; please call or visit the website to schedule a consultation

Customer Reviews and Positive Aspects

Benson Financial Group currently has a 5/5 star rating on Google My Business, with two reviews. Both reviews highlight the exceptional service and expertise of the team, particularly Jeriod, who is praised for his knowledge and helpfulness. The positive aspects mentioned in the reviews include:

• Expertise and Knowledge: Both reviewers commend Jeriod's extensive knowledge and ability to provide informed and helpful advice.
• Helpfullness: The reviewers appreciate Jeriod's willingness to assist and guide them through the financial planning process.
• High Recommendation: Both reviewers would highly recommend Benson Financial Group to others in need of financial planning services.

These positive aspects reflect BFG's commitment to providing exceptional client care, personalized service, and expert financial guidance. They are a testament to the firm's dedication to helping clients achieve their financial goals and improve their financial well-being.

👍 Reviews of Benson Financial Group

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.