Benefits West

838 SW 1st Ave Ste 100
Portland, OR 97204

Benefits West, located in Portland, OR, is an independent contractor operated by Roberta Weinstein, offering investment advisory services and securities through KMS Financial Services, Inc. They provide a range of investment options including fee-based accounts, corporate stocks and bonds, mutual funds, variable annuities, IRA rollovers, and exercising stock options.

Additionally, Benefits West offers insurance services such as life insurance, long-term care insurance, and disability-income insurance. They are registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor and as a broker-dealer member of the Financial Industry Regulatory Authority (FINRA), serving individuals residing in Oregon and Washington.

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