OneLegacy Advisors, LLC - Green Bay, Wisconsin

Marcella R.

Based on a strong recommendation, I decided to work with Jasen Benton nearly four years ago after interviewing several wealth management planners. Choosing to work with Jasen has been one of the best financial management decisions I've made. He went above and beyond to create a financial and wealth management plan tailored to my life. He took the time to understand my goals and even identified needs I hadn’t realized I had.

What really stood out was his depth of knowledge, and his ability to explain the different financial instruments in away that made everything feel clear and manageable. I’ve been thrilled with the performance of my portfolio—it’s far exceeded my expectations while maintaining a perfect balance between growth and security. I feel confident knowing my finances are in trustworthy and competent hands, both now and in the future.

If you’re looking for someone who genuinely cares about your financial portfolio performance and delivers results that go above and beyond, I can’t recommend Jasen Benton enough!

Thank you Jasen!!!!!

Larry B.

My wife and I worked with Jasen since 2011. We were not the easiest clients to work with as my constantly changing cancer forced him to adjust policies and investments. Spending more time and effort than usual, we became friends as well as business clients. We trust Jasen totally and actually look forward meeting with him. Despite anything he may have on his plate, we are held in great esteem and have top priority. If you are looking for a wonderful financial advisor, look no further.

Larry and Rachel Bednarski

Brittney R.

I have had the pleasure of working alongside Jasen at One Legacy Advisors for the past year and a half, and I can say without hesitation that he is one of the sharpest and most dedicated professionals I have encountered in the financial advisory field.

Jasen’s expertise and deep understanding of the industry are immediately evident in his approach to every challenge. He consistently demonstrates a keen ability to stay on top of the latest trends, regulations, and market dynamics, ensuring his clients are always receiving the most informed and strategic advice available. His attention to detail is unmatched, and he excels at making complex financial concepts accessible and actionable.

What truly sets Jasen apart is his commitment to providing exceptional service. His responsiveness and proactive communication make him a reliable partner for any financial endeavor, and his ability to think critically and solve problems with efficiency and precision has been invaluable to me personally. No matter the situation, Jasen’s focus and ability to remain organized and ahead of the curve ensure that nothing falls through the cracks.

In addition to his technical acumen, Jasen’s integrity and professionalism make him a trusted advisor. His genuine care for his clients' long-term success is evident in every interaction, and he always takes the time to listen, understand, and customize his recommendations to each individual’s needs and goals.

It has been a privilege to work with Jasen, and I have no doubt that anyone who works with him will be equally impressed with his skill, work ethic, and unwavering dedication to achieving the best possible outcomes.

Joyce J.

Since 2001 we have worked with Jason in helping with my parents and their finances and now also with ours. We have been so fortunate to have him. He has done more for us than I can say in ways I would never have known. We highly recommend him.

Julie G.

I can’t say enough good about the knowledge & help we received from Jasen Benton at OneLegacy Advisors! My parents had Jason as an advisor & when they passed away in 2022 & 2023, he had everything in place for them which helped us so much in the funeral & estate distributions. He was so amazing and easy to talk to that we switched our accounts to Jasen and he has worked miracles with our investments & guided us through the process of achieving retirement & future goals. Again, he is so knowledgeable and you can see that he loves what he does. It was a winning decision to join Jasen at OneLegacy Advisors!

Blake B.

I’ve worked with Jasen for years- he is extremely knowledgeable and well versed in the areas of retirement and estate planning. He’s an amazing human being who’s passionate about what he does and truly cares about his clients.

The Green Bay community is lucky to have him!

Mark W.

Jasen was recommended to me by a few different people so I thought I would give him a try. He has exceeded my expectations!! He is easy to understand. Answers all my questions without any difficultly. Enjoyable to work with and trustworthy. My accounts are all up. I'm shocked how well they are doing! I recommend him to my friends now. Thank you Jasen!

David G.

We met thru my in laws who used them. We were so impressed with what we saw that we moved to them. Now two years later and a few meetings later we are more than satisfied as our IRA's have never worked this good with this much security. Truly appreciate how they asked what we were looking to do and drove toward OUR goal not theirs like others. Very easy to talk to and just plain down to earth.