What is FBA?
Financial Benefits Alliance is an Insurance Advisory firm based out of Southampton, PA. Started fifteen years ago with the goal of educating clients in financial responsibilities, FBA has grown to advise both individuals and organizations. In that time, we've helped thousands of clients to safely manage their finances.
Our specialization has recently broadened to 401k instruction - we have been working hard to inform people that hidden fees are sapping away their retirement income and we've been working even harder to minimize these fees.
Every month we hold free workshops at local establishments to help people better understand their finances and where we offer smart solutions to financial problems. We're proud to offer these workshops free of charge and commitment. We truly are satisfied with the knowledge that attendees leave knowing safe financial practices.
Some facts about FBA:
- We have been providing Pension, 401k, Sep, & Simple IRA planning for businesses since 1991.
- We have been helping individual clients with Retirement Planning for 18 years.
- We have agents who are are licensed by the PA Securities commission as Registered Investment Advisors Representatives.
- We have agents who are licensed by the PA Insurance Department as an Insurance agent.
- We provided Estate & Tax planning for business owners and individuals.
- We train and mentor other financial advisors nationally.
But there's only so much you can learn about us on a website. We encourage you to come in, meet us in person and decide for yourself whether we're worthy of your business. We would have it no other way.
Adi Benyishay,
CEO and Founder
