James Fromer

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.Generated from the website

Holly Witt, AGT - Benefit Partners, headquartered in Portland, OR, specializes in a comprehensive range of services including commercial insurance, employee benefits, and wealth management tailored for businesses and medical professionals. With a strong focus on risk management and healthcare analytics, they provide strategic solutions that empower organizations to protect their assets and retain talent. The firm also offers personal insurance and financial solutions for individuals, ensuring peace of mind for families. Established in 1981, Holly Witt, AGT - Benefit Partners is dedicated to making a difference in their communities through advocacy and expert consulting services. Generated from the website