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 28 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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Benefits Firm is a registered Branch of Southeast Investments, N.C., Inc., a Registered Broker Dealer Member FINRA, SIPC 820 Tyvola Road, Suite 104, Charlotte, NC 28217. Advisory Services offered through Commonwealth Financial Advisors, LLC, a Registered Investment Advisor.