Benefits West

Investment Services

  • Fee-Based Accounts
  • Corporate Stocks and Bonds
  • Mutual Funds
  • Variable Annuities
  • IRA Rollovers
  • Exercising Stock Options

Insurance Services

  • Life Insurance
  • Long-Term Care Insurance
  • Disability-Income Insurance

Portland Office

  • 838 SW First Avenue, Suite 100, Portland, OR  97204
  • Phone:  503-227-2163

Roberta Weinstein, President

Securities Licenses:

  • Series 6 -- Investment Company Products/Variable Contracts
  • Series 7 -- General Securities
  • Series 63 -- State Securities
  • Series 66 -- State Law

Check the background of this investment professional on FINRA's BrokerCheck

Sandy Weinstein, C.L.U., Insurance Consultant

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.