5 /5 Jillian Ozkara: Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need.
The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.
