Beneficial Wealth
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Introduction: Beneficial Wealth was founded by Stephen Bene and Jeffrey Costello to provide a personalized financial planning experience on what financial independence is and how to achieve it.
Our mission is it to educate with transparency, coordinate wealth strategies, and most importantly listen to YOUR concerns. We provide a friendly non-threatening atmosphere that allows you to feel at ease in today’s intimidating and complex financial world.
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Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
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Ryan S.
Nov 17, 2017
Stephen is very personable, knowledgeable and extremely helpful. He listens and he breaks down and explains strategies so it's easy to understand. With his guidance, we were able to put together a plan that increased my overall retirement income by close to 40% and it addresses all my concerns that I had. I've recommended him and continue to recommend him.
Brian D.
Nov 17, 2017
I'm a business owner and was looking for some financial help. I've sat down with a few advisors over the years, but never felt completely comfortable with them. I was then referred to Stephen from someone I knew. His professionalism and overall approach immediately stood out and right away I felt comfortable. I also liked that he didn't try to sell me anything, we got to know each other and he understood the challenges I faced. The plan we developed put myself, my family and my business in a better place financially. I highly recommend Stephen.
Domenick D.
Nov 17, 2017
Stephen showed me concepts and strategies that I haven't seen before, which have made me more prepared and have put me in a better position financially. He knows his stuff and his planning process helps you test different hypothetical scenarios, so you can see how certain things that may occur in the future could affect your portfolio. I always recommend Stephen.