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Antonia Lipovac Email
Retirement Plan Client Service Manager . Benefit Financial Services Group (BFSG)
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Current Roles
Employees:
28Revenue:
$4.4MAbout
Benefit Financial Services Group (“BFSGâ€) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients. IMPORTANT DISCLOSURE INFORMATION Benefit Financial Services Group (“Companyâ€) is an SEC registered investment adviser located in Irvine, California and Phoenix, Arizona. A copy of Company’s current written disclosure Brochure discussing Company’s business operations, services, and fees is available from Company upon written request. Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance does not guarantee future results. Investments carry the risk of loss, including the loss of principal. Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.Benefit Financial Services Group (BFSG) Address
2040 Main StreetIrvine, CA
United States