Total Benefits Advisors

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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
Website
totalbenefitsadvisors.com
Keywords
North Royalton.
HQ
North Royalton, Ohio
Competitors
MandaraRX, PrairieView Wealth & Tax Advisors, Beacon Center, Fieldbrook Advising, Lake Tahoe Wealth Management, Inc., CardFellow, Lat33 Capital, Inc., Big Sky Commerce, The Oxford Highland Group, City Bay Capital.
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