Total Benefits Advisors is a multi-faceted investment advisory and corporate insurance firm that works with individuals as well as businesses at an institutional level to provide wealth management and financial planning services.
Employee Services:
- Wealth Management
- Financial Planning
- Portfolio Asset Management
- College Savings Plans
- Life Insurance & Estate Planning
- Cash Flow & Budget Analysis
- Disability & Long-Term Care Insurance
Employer Services:
- 401(k) & Pension Plan Designs
- Retirement Plan Trustee Services
- Investment Platform Analysis
- Fiduciary & Compliance Management
- One-on-one Employee Education
- Group Life, Medical, Dental, Disability, and Vision Programs
- HSA, HRA, FSA, & COBRA Services
The integration of corporate and individual advice for both the employer and employee is a winning combination!
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Total Benefits Advisors is not affiliated with Kestra IS or Kestra AS.finra.org/sipc.org.
This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.
Company Details
- Employees
- 3
- Address
- 12940 State Road, North Royalton,ohio 44133,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- totalbenefitsadvisors.com
- Keywords
- North Royalton.
- HQ
- North Royalton, Ohio
Total Benefits Advisors Questions
Total Benefits Advisors's website is totalbenefitsadvisors.com
Total Benefits Advisors's LinkedIn profile is https://www.linkedin.com/company/total-benefits-advisors
Total Benefits Advisors has
3 employees.
View email and phone details for 3
employees at Total Benefits Advisors.
Total Benefits Advisors's industry is
Financial Services
Total Benefits Advisors's top competitors are
Beacon Center,
Prairieview Wealth & Tax Advisors,
Lake Tahoe Wealth Management, Inc.,
Cardfellow,
City Bay Capital,
Fieldbrook Advising,
Mandararx,
Big Sky Commerce,
Lat33 Capital, Inc.,
The Oxford Highland Group.
Total Benefits Advisors's categories are Financial Services
