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., LLC, 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.