Bennicas & Associates, Inc. Information

Bennicas & Associates has over a three-decade record of value-oriented equity and balanced style investing across stocks, bonds, real assets, and hedging instruments. Our team has extensive expertise in advising on all aspects of our clients personal financial decision making, ranging from estate, retirement, and financial legacy planning. Our high level of employee interaction insures excellent client service, and facilitates an understanding of all aspects of the clients financial path as it intertwines with their family. Our clients and their professional advisors will remain well informed of our activities through an elevated level of responsiveness, transparency, and access to all team members. We will seek to lead the discussion with our clients estate planning and tax professionals. Bennicas & Associates has over a three-decade record of value-oriented equity and balanced style investing across stocks, bonds, real assets, and hedging instruments. Our team has extensive expertise in advising on all aspects of our clients personal financial decision making, ranging from estate, retirement, and financial legacy planning. Our high level of employee interaction insures excellent client service, and facilitates an understanding of all aspects of the clients financial path as it intertwines with their family. Our clients and their professional advisors will remain well informed of our activities through an elevated level of responsiveness, transparency, and access to all team members. We will seek to lead the discussion with our clients estate planning and tax professionals.