Coast Central Credit Union Weaverville - Weaverville (CA)

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.