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Jeffrey B

CFP®, Series 63

Sycamore, IL

Benson Advisory Services & Asset Management

Jeffrey Benson is a CFP® with 39 years of industry experience. He is the principal of Benson Advisory Services & Asset Management in Sycamore, IL, and has held prior roles at Royal Alliance Associates, Inc. and OSAIC. Outside of his advisory work, he serves as a church council member and provides federal and state income tax preparation for individuals. Benson Advisory Services & Asset Management serves a small client base, offering investment advice, financial planning, brokerage, and insurance services. The firm provides coordinated planning and execution, including the selection or recommendation of other advisers, using a combination of fee arrangements and brokerage registrations.

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