Welcome to Benchmark Financial Services
Benchmark Financial Services is committed to helping our clients improve their long-term financial success by first understanding individual client needs and next providing financial education to our clients.  Our customized programs are designed to help grow and protect our clients' wealth by delivering an unprecedented level of personalized service.  That means, to us, you're more than just a number -- we know your dreams and your goals. And we develop individual strategies to get you where you want to go. In additional, we are big enough to offer you the speed and flexibility that we know you'll need yet small enough to treat you like family.

Welcome to Benchmark Financial Services. And welcome to your financial future.
Latest Video Client Alert
Newsletters
  • Prepare Now for a Year-End Investment Review
    Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
  • Retiring and Relocating? Don't Neglect State Taxes!
    If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax benefits to
  • Leaving Assets to Your Heirs: Income Tax Considerations
    An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all
  • What factors could negatively impact my credit report?
    Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness
  • I'm looking to buy a home. What are some common mortgage mistakes to avoid?
    Navigating the complex world of mortgages can be difficult. As a result, it's easy to make mistakes when applying for a mortgage loan.
    
PreviousNext
Tell A Friend Tell A Friend


 
 
 Securities offered through Woodbury Financial Services, Inc., Member FINRA, and SIPC.  Benchmark Financial Services and Woodbury Financial Services, Inc., are not affiliated entities.

This communication is strictly intended for individuals residing in the state(s) of NC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.