Benefit & Financial Strategies Email Format

Financial ServicesArizona, United States11-50 Employees

Benefit & Financial Strategies is a financial services firm based in Flagstaff, Arizona, established in 1988. The company offers a broad range of advisory services, including business continuation planning, employee benefits, estate analysis, health and medical plans, investment strategies, life insurance planning, and retirement planning, with a focus on providing unbiased, research-based guidance. Its work concentrates on helping organizations and individuals address complex financial and risk-management needs through comprehensive planning and tailored recommendations. The firm operates within a network that includes associated offerings under names such as Ameritas Investment Company and Ameritas Advisory Services, though these entities are not affiliated with Benefit & Financial Strategies, and services are limited to jurisdictions where representatives are registered. A recent personnel move noted in industry news indicates leadership change within related teams, reflecting ongoing activity in the firm’s professional ecosystem.

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