About Financial Benefits Unlimited, LLC

David, Matthew and Joseph are financial consultants with LPL Financial, an independent, full service broker-dealer and, therefore, have no proprietary products.

David, the OSJ Branch Manager, has successfully completed the following financial services examinations, Series 6, 18-03, 18-14, 22, 26, 63, 65 and also has a professional certification for the Connecticut Partnership for Long Term Care.

Matthew has successfully completed the following financial services examinations, Series 6, 7, 18-03, 18-14, 63, 65 and is a certified funds specialist, (CFS). Matthew is also professionally certified with the Connecticut Partnership for Long Term Care.

Joe has successfully completed the following financial services examinations, Series 6, 18-03, 63, and 65. Joe also a Certified Public Accountant, licensed in the state of Connecticut. Joe has a masters degree in economics from Southern Connecticut State University. Joe is a life long resident of Connecticut and currently resides in Cheshire.

David and Matthew are life long residents of Connecticut. David currently resides in Wallingford, while Matthew currently resides in Durham. They specialize in: Financial, Retirement, Estate, Tax, Education and Health Care Planning for individuals and small to medium size businesses.

David, Matthew, and Joseph are committed to helping their clients make the most out of financial opportunities, while helping to reducing risk. They will work with you and for you to plan a satisfying future. Through a close and continuous relationship with their clients they provide ongoing review meetings and client events. They are accessible daily by phone or e-mail for questions.

We help people make important financial decisions!!!

• Managed asset plans - for professional fee-based portfolio management through LPL Financial
• Retirement planning - to design an investment strategy to help you with all of your retirement goals
• Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to mutual funds, as well as individual stocks and bonds.
• Annuities - for tax-deferred growth potential
• Pension & 401(k) Rollover Planning & Account Management
• Term, Whole and Variable Life Insurance & Estate Planning