Reviews for Advanced Benefit Systems

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  • May 2024

    I’ve been working with Jerry and Scott at ABS since 1989 when I was a young professional all the way through to current day.. Jerry has helped me with estate planning, life insurance and long term care. Scott manages my investments and 529 accounts. They are stand up honest guys and I am very happy with the results I have been able to accomplish over the years.

  • Apr 2024

    I have worked with Jerry and Scott for the past two decades. They are professional, personable and very much care about tailoring, offering, and providing optimum solutions to meet their individual client's needs.I wholeheartedly recommend them without reservation.

  • Apr 2024

    Jerry Kanter and Scott Mason at Advanced Benefit Systems have helped my wife and I for decades. They have always been professional, knowledgeable, insightful, and friendly. They have asked good questions and offered good advice. My wife and I have recommended them to our grown children who have also been very pleased with Jerry and Scott’s assistance.

From Advanced Benefit Systems

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC (finra.org/sipc.org). The financial professionals associated with Advanced Benefit Systems may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Hours

Monday: 8AM - 6PM
Tuesday: 8AM - 6PM
Wednesday: 8AM - 6PM
Thursday: 8AM - 6PM
Friday: 8AM - 6PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 4.6/5

Advanced Benefit Systems

4695 MacArthur Ct # 360, Newport Beach

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