Benefits West is not a Registered Investment Advisor. Roberta Weinstein operates Benefits West using this name. Roberta is an independent contractor offering investment advisory services and securities through KMS Financial Services, Inc., which is 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).
This website is strictly intended for individuals residing in the states of Oregon and Washington. Due to various state requirements and registration requirements regarding investment products and services, no offers may be made or accepted from any resident outside of these states.