Gerard Benedict, CFP, Chfc, MBA Financial Advisor

Gerard Benedict, CFP, Chfc, MBA Financial Advisor I specialize in both business and personal financial strategies. On the personal side I focus on protection strategies, wealth management, and estate planning.

On the business side we focus in on succession strategies, employee benefits, qualified plans, and various cost savings strategies. I am always looking to be introduced to decision makers that can directly benefit from my comprehensive services. Specialties:
• Business Continuation & Estate Conservation Strategies
• Personal Financial Strategies
• Retirement Planning Strategies
• Life Insurance
•

Disability Income Insurance
• Executive Compensation Plans
• Wealth Distribution / Tax Efficient Strategies
• Wealth Accumulation Strategies
• College Education Funding Strategies
• Charitable Giving Strategies
• Long Term Care Insurance
• Employee Benefits
• Risk Management

I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 16 Campus Blvd., Newtown Square, PA 19073 (610-325-6100)

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Address

111 Continental Drive, Newtown Square
Newtown Square, PA
19073

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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