Jeffrey
Bennett
Global Retirement Partners LLC
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About this Advisor
Jeffrey Bennett is a financial advisor based in Latham, New York, working with Global Retirement Partners LLC. Jeffrey has previously held positions at Direct Advisors, LLC, Dr Pension Services, LLC, Global Retirement Partners, LLC, and Hub International, Inc. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Florida and New York. Currently, Jeffrey is part of Global Retirement Partners LLC, which operates out of Latham, New York. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Bennett Work History
Global Retirement Partners, LLC
Hub International, Inc
Direct Advisors, LLC
Dr Pension Services, LLC
Disclosures
Please visit the SEC profile of Jeffrey Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
Columbus, OH
Fort Washington, PA
Mansfield, MA
Austin, TX
San Rafael, CA
San Rafael, CA
San Rafael, CA
Salt Lake City, UT
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