MyBenefitPro Email Format
Financial ServicesTexas, United States0-1 Employees
MyBenefitPro is a boutique financial services firm that provides benefits planning and investment advisory services to both individuals and businesses. It operates on an open platform that supports customized solutions and aims to improve how benefit options are communicated to employees. Clients can choose how they partner with the firm, with options including a la carte arrangements, fee-based, and fee-only structures. The firm is based in Houston, Texas, and characterized as a very small operation. Securities and investment advisory services are provided through NEXT Financial Group, Inc., a FINRA/SIPC member, and MyBenefitPro is not an affiliate of NEXT.