Personal Benefit Financial
  • Home
  • About Us
    • About Us
    • Mission Statement
    • Our Qualifications
  • Our Services, Information & Tools
    • Our Services
    • Information & Tools
    • Access Managed Accounts
    • BrokerCheck
  • Commentaries
  • Call Us Today!
Select Page

Being Invested In The Market

by Mel Constant | Mar 19, 2021 | Audio Commentary

Being Invested In The Market by Mel Constant...

Economic and Financial Indicators from City National Rochdale

by Mel Constant | Feb 5, 2021 | Audio Commentary

Economic and Financial Indicators from City National Rochdale by Mel Constant...

Economic Update

by Mel Constant | Nov 13, 2020 | Audio Commentary

Economic Update by Mel Constant...

Because Cash Is Earning So Little

by Mel Constant | Sep 10, 2020 | Audio Commentary

Because Cash Is Earning So Little by Mel Constant https://pbfadvisors.com/wp-content/uploads/2020/09/Fixed-Index-Annuities.mp3 Would you prefer to download the PDF? Right Click This LINK to...

Your Questions Answered by Mel: Can I move dollars from my IRA to a Roth?

by Mel Constant | May 13, 2020 | Video Commentary, Your Questions Answered

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...
« Older Entries
Next Entries »

Recent Posts

  • Does it Really Matter?
  • Policy vs Politics
  • Keep Calm and Invest On
  • The Dollar Chase – March 2025 Newsletter
  • VERA, VSIP, RIF: What Happens to Me?

Categories

  • Audio Commentary
  • Economic Updates
  • Just for FUN
  • Newsletters
  • Some Basic Money Concepts
  • Uncategorized
  • Video Commentary
  • Your Questions Answered

Get in Touch with PBF


870 Kipling St Unit A
Lakewood, Colorado
80215


303-238-5123  – 303-238-4733



pbf@pbfrountree.com

To learn more about the professional history

of your financial advisor, please visit FINRA’s BrokerCheck

© Personal Benefit Financial

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial planning offered through Personal Benefit Financial.Rountree & Associates doing business under Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.