Daniel Roberts financial advisor

OC Benefit Advisors is a dedicated health insurance agency located in Santa Ana, CA, specializing in providing tailored insurance solutions for individuals and business owners. Their team is committed to discussing clients' unique needs and options to ensure optimal coverage and support. With a focus on customer satisfaction, OC Benefit Advisors collaborates with various partner carriers to offer a wide range of services and resources. They strive to create meaningful connections and provide valuable insights through their informative blog and client portal. Generated from the website

Benetech, Inc., situated in Santa Ana, CA, focuses on simplifying business retirement plans for its diverse clientele, including business owners and financial advisors. Offering a range of plan types such as Defined Benefit Plans, Cash Balance Plans, 401(k) Plans, and Profit Sharing Plans, Benetech ensures personalized service and expert plan administration to drive successful retirement outcomes. With a commitment to delivering high-quality service at reasonable fees, Benetech specializes in designing retirement plans tailored to meet specific goals and needs. By providing customized consulting, personalized service, and ongoing administration, the company enables clients to focus on their businesses while offering competitive benefits to their employees. For financial advisors seeking to expand their practice or businesses aiming to optimize their retirement benefits, Benetech serves as a trusted partner in designing effective retirement plans. With a team of experienced professionals and a focus on simplifying the complex, Benetech has established itself as a leading third-party administrator dedicated to superior retirement planning services. Generated from the website content