What Makes Us Different?

At Name Benefits, we believe that every financial decision should feel empowering, not overwhelming. That’s why we go beyond offering services—we build relationships founded on trust, expertise, and a deep commitment to your success. From personalized strategies to a community-driven approach, here’s how we stand apart from the rest.

01

Personalized Service for Every Client.

At Name Benefits, no two clients are alike. We take the time to understand your unique goals, whether it’s planning for retirement, choosing the right Medicare plan, or enhancing employee benefits. Every recommendation is tailored to fit your needs.

02

Privately Owned independent agents since 2001.

Since 2001, John, Kim, and our team have built a reputation for reliability and care. With over two decades of experience, we bring a deep understanding of the financial landscape, ensuring you’re always one step ahead.

03

Rooted in Community, Driven by Connection.

Based in Durham, PA, we are proud to serve our neighbors in Pennsylvania, New Jersey, and New York. Our community-focused approach means we’re not just your financial advisors—we’re your partners in achieving lasting success.