Arash Navi

You want an advisor who will listen to your needs and provide a roadmap so you can reach your goals. Our team of investment managers and CERTIFIED FINANCIAL PLANNERTM professionals will create a plan just for you, not some out of the box solution.
At BFSG, we are fiduciaries, the highest level of personal responsibility an advisor can have. Our view is that we invest your money in the same manner that we would a friend, family member or charitable trust.
Families, individuals, and charitable organizations have all benefited from our expertise and we have helped people just like yourself achieve their financial and personal goals. I invite you to call me for a complementary meeting to see how I can help you.

Benefit Financial Services Group (“BFSG”) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients. BFSG is part of the Focus Financial Partners partnership. Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”) is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Our BFSG team works together to achieve the goals and objectives of our plan sponsors, plan participants, and individual wealth management clients.

Services:
● Investment Management
● Financial Planning
● Tax Planning

شما یک مشاور می خواهید که به نیازهای شما گوش دهد و یک نقشه راه ارائه دهید تا بتوانید به اهداف خود برسید. تیم ما که متشکل از مدیران سرمایه گذاری و برنامه ریز مالی تایید شده و متخصص می باشند، یک طرح را مخصوص شما پیشنهاد می کنند. در بی اف اس جی، ما امانتدار هستیم، بالاترین سطح شخصی مسئولیتی که یک مشاور می تواند داشته باشد

خدمات: سرمايه گذاری
برنامه ريزی مالی
برنامه ريزی مالیاتی