Benson Financial Services

Benson Financial Services Benson Financial Services offers a range of services for individual, family, educational, retirement, estate, tax & business financial planning.

Don began his career working for the State of New York as a sales tax auditor in Rochester, New York after obtaining his BS in Accounting from Utica College of Syracuse University. Don's interest in becoming a CPA brought him back to his home community, where he became a CPA in 1982. Prior to opening his own CPA firm in 2001, Don served as a Principal in a large regional CPA firm located in Upstat

e New York. In 2006 he earned the credentials of Certified Financial Planner. Accordingly, with his credentials and vast experience, Don is able to offer a comprehensive range of services for individual, family, educational, retirement, estate, tax and business planning services. Now with over 30 years of public accounting experience, Don also specializes in providing tax reduction strategies to business clients, including not for profit organizations, in the areas of corporate taxation, personal income and estate tax planning. At the local level Don has served on various not for profit boards, including the Otsego County Chamber of Commerce (New York) and the United Way of Delaware and Otsego Counties (New York) where Don was designated "Volunteer of the Year" in 1994. In the 1990's Don was treasurer of a local Boy Scout troop and helped in establishing an additional Little League team in Oneonta for boys who did not qualify to play in other area Little League play. He has also been a long standing member of the Oneonta Country Club and of Kiwanis International in Oneonta, New York. In December 2007 and February 2016, Don was voted, by his local community, as "The Best of the Best" for accountants in Otsego County, New York. In 2018, Don expanded his practice to include offices in Cocoa Beach, Florida. Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Benson Financial Services and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Branch Addresses:
FLORIDA: 1980 N. Atlantic Avenue, Suite 707, Cocoa Beach, FL 32931
ONEONTA: 28 Oneida Street Oneonta, NY 13820. Third-party comments may not be representative of all client experiences.

Happy Thanksgiving to our wonderful clients, friends, colleagues, and community! Wishing you all a marvelous holiday fr...
11/23/2023

Happy Thanksgiving to our wonderful clients, friends, colleagues, and community! Wishing you all a marvelous holiday from all of us here at Benson Financial Services.

We love supporting worthy causes!
09/05/2023

We love supporting worthy causes!

Don’t forget the local businesses that are supporting the fun downtown this weekend. These are the Frog Jump Sponsors Big River Oil Company Big River Pest Control Benson Financial Services Allen's Carpet, Inc. Bleigh Construction Company Bleigh Ready Mix Continental Cement Co. Hannibal Mo. The Golden Ruler Business Centre Grand Pharmacy MECO Engineering Twisted Juniper Yoga
Country Financial Bill Cunningham

Interesting ideas about success…!
09/05/2023

Interesting ideas about success…!

The quality of your ideas is important. Even more important: being able to communicate those ideas effectively.

Back to school we go!
09/05/2023

Back to school we go!

School returns to session this week, so be sure to plan extra time for your daily commute. Play it smart, be patient and be safe!

We love our community!
09/05/2023

We love our community!

What better way is there than ice cream to celebrate after a big project? 🍦 We certainly can't think of one!

Millennial Money: How to budget with a fluctuating income
09/05/2023

Millennial Money: How to budget with a fluctuating income

Freelancers, service workers, people who work seasonal jobs and those who earn money based on tips, royalties or commissions often experience fluctuating income during a month, season or year.

07/06/2023

Mark Zuckerberg and Elon Musk's feud continues as Meta plans to roll out its new Threads app to compete with Twitter. Threads is set to launch on Thursday and will be connected to Instagram — with plans to utilize its over 2 billion active monthly users.

https://yhoo.it/44iZv9q

07/06/2023

Congratulations!

Wow!
07/06/2023

Wow!

Bill Shufelt And John Walker are making nonalcoholic beers tasty enough to please the biggest suds snobs. And with a nearly $500 million valuation, investors are intoxicated.

Save the date!
07/06/2023

Save the date!

CHENANGO COUNTY — Chenango County residents and beyond will have the opportunity to see more than 50 county food, produce, and beverage vendors at the first ever Taste of Chenango from 1 to 7 p.m. on Saturday, July 29 at the Chenango County Fairgro

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07/06/2023

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Quote of the day.

Address

1980 North Atlantic Avenue
Cocoa Beach, FL
32931

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+13217846130

Website

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