Benson Financial Group - Hannibal, Missouri

❓ FAQ 👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 161 Progress Rd, Hannibal, MO 63401, United States.
Phone: 5732210444.
Website: bensonfinancialgroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Benson Financial Group

Benson Financial Group 161 Progress Rd, Hannibal, MO 63401, United States

☎️5732210444

⏰ Open Hours of Benson Financial Group

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Benson Financial Group: A Comprehensive Guide

Main Services

Financial Planning Services: Benson Financial Group offers a holistic approach to financial planning, going beyond general savings and investing advice. Their services include:

Assessing your financial situation and setting clear, achievable goals.
Developing a personalized roadmap to help you reach those goals.
Providing ongoing support and guidance to keep you on track.

Wealth Management: Benson Financial Group's team of professionals helps clients manage and grow their wealth through various strategies, including:

Investment planning and management.
Retirement planning and preparation.
Estate planning and legacy creation.
Risk management and insurance planning.
Tax planning and optimization.

Specialized Services: In addition to their core services, Benson Financial Group offers specialized services such as:

Social Security optimization.
College savings planning.
Business succession planning.
Divorce financial planning.

Location and Access

Benson Financial Group is situated at 161 Progress Rd, Hannibal, MO 63401, United States, in the heart of Hannibal, Missouri. The office is easily accessible from major roads, making it convenient for clients to visit. The area is well-served by public transportation, with several bus stops nearby. For those driving, there is ample parking available on-site, including a wheelchair-accessible car park.

Featured Characteristics

Benson Financial Group has been designed with client comfort and accessibility in mind. Some of the featured characteristics include:

Wheelchair-accessible entrance: The office is equipped with a ramp and automatic doors to ensure easy access for clients with mobility impairments.
Wheelchair-accessible toilet: The office has a toilet designed for wheelchair users, ensuring that all clients can access the facilities.
Appointments required: Benson Financial Group operates on an appointment-only basis, allowing their team to provide undivided attention and personalized service to each client.
Appointments recommended: While walk-ins are welcome, clients are encouraged to schedule an appointment in advance to ensure availability and to prepare for their meeting.

Practical Information

Phone: You can reach Benson Financial Group by phone at 573-221-0444.
Website: For more information about their services and to access helpful resources, visit their website at bensonfinancialgroup.com.
Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, clients are encouraged to schedule appointments outside of these hours as needed.

Positive Aspects from Reviews

Benson Financial Group has received two reviews on Google My Business, both of which highlight the following positive aspects:

Informed and helpful advisor: Both reviewers praised Jeriod, the advisor they worked with, for their extensive knowledge and helpful guidance.
Highly recommended: Both reviewers enthusiastically recommended Benson Financial Group to others in need of financial planning services.

Benson Financial Group's commitment to providing personalized, comprehensive financial planning and wealth management services has earned them high praise from their clients. Their convenient location, accessible facilities, and dedicated team make them an excellent choice for individuals and families seeking expert financial guidance in the Hannibal, Missouri area.

👍 Reviews of Benson Financial Group

Benson Financial Group - Hannibal, Missouri

Lynn S.

5/5

Jeriod at Benson Financial is a very informed and helpful advisor. I highly recommend Benson Financial.

Donna S.

5/5

Lynn S.

5/5

Jeriod at Benson Financial is a very informed and helpful advisor. I highly recommend Benson Financial.

Donna S.

5/5

Lynn S.

5/5

Jeriod at Benson Financial is a very informed and helpful advisor. I highly recommend Benson Financial.

Donna S.

5/5

Maria N.

5/5

We've had an outstanding experience with Benson Financial. They are not only highly competent and knowledgeable, but also incredibly approachable and easy to talk to—something that makes a big difference when discussing personal finances. What really sets them apart is how thoughtfully they tailor their guidance to our individual goals and circumstances.

Every conversation with Jeriod feels personalized, not cookie-cutter. He’s also impressively responsive, always quick to answer questions or provide clarity when we need it. We've felt confident and supported every step of the way. Highly recommend!

Joey R.

5/5

My wife and me moved our funds to Benson Financial Group when we began considering retirement, and it was one of the best decisions we ever made. The Benson group continually educates us via newsletters and annual banquets, to explain current market trends and future expectations of the markets. The Hannibal Office staff are extremely professional and go above and beyond to be helpful, whether it's the reception and clerical staff, and fund managers, and of course, Pat Benson himself. Our fund manager is always available and will promptly return our calls if we have any questions. He always offers to schedule meetings with us in the office to go over our portfolio or to answer questions in person. They have a great resource team which made transitioning to retirement so much easier. They helped us apply to Medicare and Social Security. I feel lucky to have Benson Financial in the Hannibal and Quincy area and sleep better at night knowing they are managing my financial future.

C G.

5/5

Competent, professional and courteous assistance were given to me and my husband, as we planned our investments in our future. So thankful for their insight and assistance in this very important part of our financial planning! I feel like I am treated the way they treat family. I would highly recommend Benson Financial group

Tom A. J. D.

5/5

Benson Financial Group takes customer service to a whole new level. Justin has guided us through multiple life changes, and is always available with calm, professional, and caring information. We highly recommend Benson Financial. We feel like a part of the family.

Mike S.

5/5

Benson Financial Services help transfer money from one account to another.
I’ve found by the new investments with Benson I’m making more on my money. They are better inverters than my old company.
I’ve been pleased with Justin and the entire staff.
Jen and Debbie are always a smiling friendly face to see when you go in to their office.

Patty L.

5/5

Since we first walked in several years ago, the office personnel was very friendly and greeted us like family.
We first met Pat Benson and discussed what some possible options might be for us to consider while showing us the best option for our investment. We then met Justin Gibson after we had things to continue discussing and telling him what direction we wanted to go. He and Pat went over everything with us to make sure we chose the right investment for our money.
We couldn't be happier with Benson Financial and would highly recommend this firm.
Mark & Patty Long

Sue B.

5/5

Benson Financial has handled our retirement funds from day one. They are a great company and we really appreciate their insight and support in helping us enjoy our retirement the way we want.
Jeriod and Justin always go out of their way to help us with our financial decisions. Their strong Christian values and their knowledge in finance show and that is very comforting in today’s world.