Benefits West
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