Advisory Benefit Services - Newport Beach, California

If you're seeking expert Financial Planning services in Newport Beach, California, Advisory Benefit Services stands out as a top choice. Located at 4695 MacArthur Ct # 360, Newport Beach, CA 92660, United States, this company offers a personalized approach to financial planning, ensuring that each client receives tailored advice to meet their unique needs. With direct contact available via 9493250224, clients can easily reach out for consultations.

Their website, absadvisory.com, provides a wealth of information about their services, specialties, and customer reviews. Notably, Advisory Benefit Services specializes in being a Financial Planner, ensuring that clients navigate the complex world of finances with confidence and clarity. Their commitment to accessibility is commendable, offering a wheelchair-accessible car park, wheelchair-accessible entrance, and facilities, including a wheelchair-accessible toilet, making their services available to everyone.

Customers have left 15 reviews on Google My Business, with an impressive average opinion rating of 4.7/5. This reflects the high level of satisfaction and trust clients have in the advice and service provided by Advisory Benefit Services. The fact that they recommend appointments suggests a structured approach to their services, ensuring that clients receive the undivided attention they deserve.

For those interested in enhancing their financial well-being, it's crucial to seek out advice from professionals who are not only knowledgeable but also dedicated to accessibility and customer satisfaction. Advisory Benefit Services embodies these qualities, making them a valuable resource for anyone looking to secure their financial future.

To take the first step towards financial clarity and security, we highly recommend you visit their website at absadvisory.com. Here, you can learn more about their services, read detailed reviews, and schedule an appointment if you wish to consult with one of their expert Financial Planners. Remember, your financial future is too important to navigate alone. Contact Advisory Benefit Services today and take control of your financial destiny.

👍 Reviews of Advisory Benefit Services

Barbara M.

5/5

I have trusted ABS since I met them in 2016. I came to them while looking for a better investment company to suit my needs.. I was introduced to Scott Mason and the team by friends and colleagues who already were invested with them for some years. They are extremely smart, supportive, and personal in their ability to manage my portfolio.They advise me on long term views, current market conditions, and consult when considering options for reallocation. Scott and Ryan are quick to answer a call or email, and find out anything I ask for. Jerry has been a big support as I navigate my Long Term Care insurance, for example. And I always enjoy visits with Scott, either on the phone or when he's on the road in my city! He's always on top of things.

Curtis W.

5/5

I have been a client of Jerry's and ABS for 30 years. Jerry's advice and service has been spot on. The plan we laid out in the 90's has performed excellent, as well as his council on some recent changes we made. I highly recommend ABS. They have the experience, expertise and develop a great working relationship with their clients. Very happy !!

Fay

5/5

I highly recommend this company. I have been a client since the mid 90s. Because of this company investing for me, I was able to retire last year. I have had the same 2 gentleman Ryan Calderon and Scott Mason. They periodically reach out to make sure I am aware of what's going on with my investments and what they believe will happen with the market. I can always reach out to them and don't have to wait long for a response. I can't praise Ryan enough. He has gone above and beyond to assist me. Many times with things that to most are simple but I'm unable to figure out. Ryan always has had patience and found a way for me. Investing with this company was the smartest thing I've done.

Deon F.

5/5

I've known and worked with Scott & Jerry since the 90's. I forget the exact date. We have total trust and respect for what they do for us. I recommend their services to anyone who needs help whether it's their expertise or their ability to help get things done.
Scott and his team are an integral part of our family financial plans, and we thank them for their continued assistance.

Jane L.

5/5

Scott and Jerry have been our financial advisors for 14 years. Their advice has been beneficial in every instance. We would highly recommend Scott and Jerry to anyone who is seeking an extremely knowledgeable and professional team of investment advisors.
Bruce and Jane

David R.

5/5

I’ve been working with Jerry and Scott at ABS since 1989 when I was a young professional all the way through to current day.. Jerry has helped me with estate planning, life insurance and long term care. Scott manages my investments and 529 accounts. They are stand up honest guys and I am very happy with the results I have been able to accomplish over the years.

RC B.

5/5

Jerry Kanter and Scott Mason at Advanced Benefit Systems have helped my wife and I for decades. They have always been professional, knowledgeable, insightful, and friendly. They have asked good questions and offered good advice. My wife and I have recommended them to our grown children who have also been very pleased with Jerry and Scott’s assistance.

Rick R.

5/5

I have worked with Jerry and Scott for the past two decades. They are professional, personable and very much care about tailoring, offering, and providing optimum solutions to meet their individual client's needs.
I wholeheartedly recommend them without reservation.