Benjamin  Offit,  CFP<sup>&reg;</sup> - Financial Advisor

Benjamin Offit, CFP®

Principal

Offit Advisors

28 E Susquehanna Ave
Towson, MD 21286
FINANCIAL ADVISOR'S WEBSITE
(410) 600-7526 CONNECT WITH Benjamin
  • facebook link
  • linkedin link

General

Benjamin Offit is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Offit Advisors in Towson, MD and the surrounding communities.

Financial Advisor Experience

Been in the financial planning business since 2009.  I am President of FPA Maryland.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through Kestra Advisory Services, LLC. Member FINRA/SIPC. Kestra Advisory Services, LLC is not affiliated with Offit Advisors.

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources