Kristin Levandoski

Review of Benficial

The team at Beneficial Wealth has been an excellen...

The team at Beneficial Wealth has been an excellent resource and a huge help! As someone who was both completely unsure about the financial world and hesitant to trust others with my financial well-being, I couldn't be happier with what I've found at Beneficial Wealth! Stephen made the initial process easy to understand and breeze to get everything set up. He is always willing answer questions and make adjustments as life goes on. If you are looking for a financial planner, look no further than Beneficial Wealth!