““Cathy is the bubbles of foam in my cappuccino....always taking me to the top. Thanks to all the staff- They make my life better.””
Successful Stories
“Cathy at Beneficent Financial will guide you to the right path. Cathy will make sure u make the right choices in life and the future of children.”
— M.C.
The Beneficent Financial staff are truly exceptional! They are highly knowledgeable, diligent and caring. I was particularly impressed with the level of knowledge that Cathy has about retirement planning. I appreciate their passion for financial planning and helping others. I cannot say enough great things about my experience.
- A.N.
“By the way- you may not have to wait till 65 if you do what the Money Lady says.”
— M.G.
I am thrilled to have found Cathy. As I approach retirement, I was in need of a Financial Adviser to assess my situation and guide me through the many critical decisions I was facing. Cathy's advice and guidance have been a tremendous asset. She is extremely knowledgeable, easy to talk with, and thoroughly professional. Cathy has helped me to build a comprehensive financial plan and, through the process, has provided me with a strong sense of comfort and piece of mind.
- P. N.
“She was able to untangle a mess that attorneys created over years, in less than half a day!!! Cathy's love for her work, desire to help others, and explain the financial tools necessary to breathe and move on with your life; is without a doubt TOP RATE!”
— L.W.
Cathy is honest and helpful when it comes to financial advise. I feel strongly that Cathy enjoys helping others and takes pride in doing what she does through our interactions. Though my questions to Cathy were general in nature and sometimes even unrelated to investments, she patiently guided me in the right direction. Above all, I recommend Cathy for her superior customer service and honest feedback.