Beneficent Financial
(6 Reviews)
At Beneficent Financial, we believe that the financial planning process, when done correctly, is much more than a series of transactions. That is not just about how you are doing; it is about how we are progressing as partners. We focus on nurturing a long term relationship.
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Accepts All Major Credit Cards
In Business Since 2014
Sentiment Analysis
She is dedicated to helping all her clients, I have referred her to many clients and they all think the world of her.
My first introduction to Beneficent Financial was five years ago when a co-worker told me she would be retiring in
Cathy handles your money only to increase it, to keep it secure, to allow you to sleep better at night.
I was particularly impressed with the level of knowledge that Cathy has about retirement planning.
Though my questions to Cathy were general in nature and sometimes even unrelated to investments, she patiently guided me in the right direction.
Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.
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