Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Financial Education, Risk Management Strategies
As an investment advisor representative, Jonathan’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects.
His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Jonathan is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Jonathan holds a B.A in Economics from Tel Aviv University and has more than 18 years of financial services experience and holds FINRA Series 6, 7, 63.
Jonathan lives in Shrewsbury, MA. During his free time, he enjoys traveling around the world and skiing.
Jonathan J. Beni is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 200 Clarendon Street, 19th & 25th Floors, Boston, MA 02116. 617-585-4500. CRN202203-262312
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134 Turnpike Rd. Suite 300
Southborough, MA 01772