Quite simply Bentron means "an instrument of good". As a nationally recognized retirement planning and investment management firm we have been offering independent unbiased advice since 1999. We primarily serve the needs of high level executives, business owners, professionals and their families.
Every business and family is unique. There is no single solution to proper wealth management. We invest time in our client relationships. We meet face-to-face, listen carefully to your needs, challenges and goals.
Our clients appreciate the fact that we ask creative meaningful questions and craft customized plans to address what is important to them. We are bound by our fiduciary duties and the Bentron code of ethics to provide comprehensive independent advice.
Navigating retirement with a partner like Bentron Financial can make a significant difference in the outcome of your financial future.
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Copyright ©2015 Bentron Financial Group, Inc. All rights reserved.
Registered Representative offering securities and advisory services through
Independent Financial Group, LLC, a registered broker-dealer and investment advisor.
Member FINRA and SIPC. Bentron Financial Group, Inc. is not affiliated with Independent
Financial Group, LLC. OSJ: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130
Licensed to sell life insurance in the following states:
AZ, CA, CO, GA, IL, IN, IO, KS, KY, MD, MA, MI, MO, NM, NC, ND, OH, SC, SD, TX, UT, VA, WI
Licensed to sell securities in the following states:
CA, FL, IL, MI, TX, WI