Investments
The Asset Management Division at The Benefits Firm offers investment products and services that are widespread and cater to the needs of the business community as well as the individual investor. The group retirement aspect of our company helps round out our employee benefits package.
For the individual investor we operate as Investment Advisor Representatives of the locally owned and operated Investment Advisor, Commonwealth Financial Advisors. The Asset Management Division at The Benefits Firm consists of four investment professionals who have many years of industry experience and a number of financial designations.
For the business community we provide group retirement plans such as 401(k)s, SEP IRAs, and SIMPLE IRAs.
Securities offered through Southeast Investments N.C., Inc. Member FINRA, SIPC and Advisory Services offered through Commonwealth Financial Advisors, LLC
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