Benedetti, Gucer & Associates
We are Registered Investment Advisors. Most firms are not. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients and to always act in their best interests. But even if we weren’t RIA’s, we’d still do what’s best for our clients. That’s just the way we were brought up. We offer investment options not available to most people. Privately traded REIT's purchased at a discount on the secondary market for example. And private equity and activist investor funds for a couple more. Fact is, we offer every investment option the largest firms do and some they don’t. Along with advice that is much more sophisticated than that offered by our competitors.(Our tax planning advice as it pertains to investments is particularly highly valued by clients.) We don’t believe in “playing the market”. We believe the stock market is a great place to grow wealth. But not necessarily to create it. Most of our clients have created their wealth through their business, their real estate and their practices. They trust us to protect it and help it grow.
7-day free trial · no credit card
Verified contacts
11
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
67
organic / mo
Sign up free to see all 11 verified contacts at Benedetti, Gucer & Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- CS
Cher Scout
Wealth Manager · Finance & Accounting
EmailPhone - RC
Russell Clarke
Financial Advisor · Finance & Accounting
EmailPhone - MR
Megan Randle
Chief Operations Officer · Operations
EmailPhone - MF
Michael Feeney
Director of Memorable Client Experience · Other
EmailPhone - MS
Morgan Steger
Director of Trading and Billing · Other
EmailPhone - AH
Adam Howard
Wealth Advisor · Finance & Accounting
EmailPhone - AN
Arish Nurani
Wealth Advisor · Finance & Accounting
EmailPhone - HG
Heather Gardner
Wealth Advisor · Finance & Accounting
EmailPhone - CC
Chris Cristallo
Qualified Retirement Plan Consultant · Finance & Accounting
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Benedetti, Gucer & Associates
7 distinct titles indexed · top 7 shown.
- 4wealth advisor
- 2financial advisor
- 1chief operations officer
- 1director of memorable client experience
- 1director of trading and billing
- 1qualified retirement plan consultant
- 1wealth manager
Sign up to unlock all 11 contacts at Benedetti, Gucer & Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 11 verified contacts at Benedetti, Gucer & Associates
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.