Client Services

Benchmark provides a robust platform of investment products and services. The goal is to offer our clients a wide range of investments options. Regardless of your investment philosophy, we believe that we have the tools necessary to guide you to long term investment success.

Our Services

  • Individual Retirement Accounts
  • Tax Planning Services
  • Certificates of Deposit
  • Options Trading
  • 401(k) Plans
  • Lines of Credit
  • Corporate Securities
  • Taxable Municipal Bonds
  • Mortgage Backed Securities
  • Advisory Services
  • Government Securities
  • 403(b) Retirement Planning
  • Retirement Planning
  • Corporate Bonds
  • Portfolio Analysis
  • Term and Universal Insurance
  • Education Planning
  • Keogh Plans
  • Mutual Funds
  • Alternative Investments
  • Fixed and Variable Annuities
  • Education Savings Accounts
  • Money Market Accounts
  • Financial Planning
  • Trust Accounts
  • Municipal Bonds

DocuSign is the undisputed industry leader in electronic signature. The cloud company has reduced the hassle of requiring ink-on-paper signatures to be mailed around the country and is in compliance with the ESIGN act as well as the European Union's Electronic Signatures Directive.Thanks to our partnership with Docusign and in an effort to make our business paperwork friendly, we simply removed the paperwork.