Benchmark Wealth Management - Old Lyme, Connecticut

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Benchmark Wealth Management: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Benchmark Wealth Management presents a compelling option. Located at 83 Halls Rd #201, Old Lyme, CT 06371, United States, and easily accessible with a wheelchair-accessible car park and wheelchair-accessible entrance, this firm offers a dedicated approach to wealth management. Their commitment to client success is evident in their consistently high ratings, averaging a remarkable 5/5 based on Google My Business reviews. It’s recommended to schedule an appointment for a thorough consultation, as appointments are strongly encouraged to ensure adequate time for personalized planning.

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About Benchmark Wealth Management

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Benchmark Wealth Management operates as a specialized financial planning firm, providing a comprehensive suite of services designed to help clients achieve their long-term financial goals. The firm’s philosophy centers around building strong, trusting relationships with their clients, taking a holistic view of their financial situation, and tailoring strategies to meet unique needs. They pride themselves on offering proactive, insightful advice and a commitment to ongoing support. Their team possesses a deep understanding of investment strategies, retirement planning, estate planning, and tax optimization – all crucial components of successful wealth management. Financial planners at Benchmark Wealth Management are dedicated to educating clients and empowering them to make informed decisions about their money.

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Key Features and Services

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• Comprehensive Financial Planning: Benchmark Wealth Management goes beyond simply managing investments. They develop detailed financial plans that address all aspects of a client’s financial life, including budgeting, debt management, insurance needs, and retirement savings.

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• Investment Management: The firm offers a range of investment management services, utilizing a diversified approach to help clients grow their wealth while managing risk. They work with a selection of reputable investment firms to access a broad range of investment options.

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• Retirement Planning: Planning for a comfortable retirement is a cornerstone of their service offering. They help clients determine their retirement needs, develop savings strategies, and select appropriate retirement accounts.

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• Estate Planning: Understanding and planning for the transfer of assets is vital. They collaborate with estate planning attorneys to help clients create wills, trusts, and other estate planning documents.

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• Tax Planning: Minimizing tax liabilities is an integral part of wealth management. They provide strategic tax planning advice to help clients optimize their tax position.

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Location and Accessibility

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The firm’s physical location at 83 Halls Rd #201, Old Lyme, CT 06371, provides a convenient and professional setting for client meetings. Furthermore, recognizing the importance of accessibility, Benchmark Wealth Management has implemented several measures to ensure inclusivity. In addition to the wheelchair-accessible car park and wheelchair-accessible entrance, they also offer a wheelchair-accessible toilet on-site. Clients are required to schedule an appointment to ensure the planner is available to dedicate sufficient time to their needs. Appointments are highly recommended to facilitate a productive and detailed discussion.

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Client Feedback and Reputation

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The positive feedback from clients is a testament to Benchmark Wealth Management’s dedication to service. Currently, the company has 2 reviews on Google My Business, all of which reflect a glowing endorsement of their services. The average opinion is a remarkable 5/5, highlighting client satisfaction with the firm’s expertise, professionalism, and personalized approach. These reviews consistently praise the team’s responsiveness, knowledge, and ability to provide clear, actionable advice. Potential clients are encouraged to read these reviews to gain further insight into the firm’s reputation.

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Contact Information

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For inquiries or to schedule an appointment, please contact Benchmark Wealth Management at the following:

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• Phone: 8604346890

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• Website: benchmarkwealthmgmt.com

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Benchmark Wealth Management is committed to providing exceptional financial planning services and helping clients achieve their financial aspirations. With a focus on accessibility and client satisfaction, they represent a trusted partner in navigating the complexities of wealth management.

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"summary": "Benchmark Wealth Management is a highly-rated financial planning firm offering comprehensive services and prioritizing client accessibility and satisfaction in Old Lyme, Connecticut.",
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