Louisville Investments Firm

Embrace the moment. Prepare for the future.

  • Personal and Casualty Insurance
    Auto, Homeowner's and Life Insurance, through a wide variety of top carriers.
  • Americans are reaching retirement age faster than ever before. Make sure you're prepared for your golden years by contacting our expert medicare and retirement advisors.
  • Asset Management
    Our team of independent financial advisors work hard at tailoring a unique plan to Benefit your future.
  • Health Insurance
    Our expert team is happy to evaluate your current plan to help you find the most affordable health insurance policy.

About the Firm

Beginning in the year 2003 as a two person boutique investments and supplemental insurance firm, The Benefits Firm has morphed into an ever growing 20 person operation with services spanning the entire financial and insurance spectrum.

Our products and services are widespread and cater to both the business and individual communities. Our employees are highly educated, extremely motivated, and bound and determined to make The Benefits Firm one of the region’s most premier and well respected companies.

Securities offered through Southeast Investments, N.C., Inc.
OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217
PHONE: 800-828-1295 or 704-527-7873.
Advisory Services offered through Commonwealth Financial Advisors, LLC, a Registered Investment Advisor.