Jo Bennett, Financial Advisor

FINANCIAL ADVISOR
Jo Bennett

CFP®
180 E Main St Suite 108, Patchogue, NY 11772opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Traveling
  • Skiing
  • Personal Fitness
  • Cycling
  • Spending Time with Family

Team Members

  • Casey Shannon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(631) 447-0036

Fax

(855) 684-6657

Office Address

180 E Main St Suite 108
Patchogue, NY 11772opens in a new window

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