We are proud to serve over 21,000 clients, managing over $1.2 billion in assets and $4 billion of insurance that provides protection for our clientele’s families, businesses and estates.Join our more than 21,000 clients and enjoy a Complimentary Consultation. Clients love to learn about Investing with IUL's, Custom Portfolios, 1031 Exchanges, DST's, Professional Portfolio Management, Income Protection, Buy-Sell Agreements, Split Dollar Cases, and Long-Term Care Asset Protection.
Benz Financial (David White & Associates) (benzfiduciary.com) has 2 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
2 approved reviews, newest moderated first
Jake R.
I'm thoroughly pleased with the results of my portfolio after working with Chris. He's helped me plan for the long term future to make sure myself and my family will be taken care of. A true professional who knows a lot more than me (and I know a lot). Highly recommend his services
Nick T.
Chris was so insightful. He made everything easy and could explain things to me in a way that were clear and understanding. He went the extra mile, getting everything done in a timely manner. He truly wants you to be successful and that is what I am looking for when it comes to someone who helps me with my finances.
Response from Benz Financial (David White & Associates)May 30, 2023
Thanks Nick! It's a pleasure working with you, your wife, and daughter... We are more than happy to help your family where it matters most!