Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jo Bennett, CFP®
180 E Main St, Patchogue, NY
11772, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jo Bennett, CFP®
What types of financial services does Edward Jones - Financial Advisor: Jo Bennett, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jo Bennett, CFP® located?
The office is located at 180 E Main St, Suite 108, Patchogue, NY 11772, United States.
What are the business hours for Edward Jones - Financial Advisor: Jo Bennett, CFP®?
Their hours are Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 9:00 AM to 5:00 PM, and by appointment only on Saturdays. They are closed on Sundays.
How can I contact Edward Jones - Financial Advisor: Jo Bennett, CFP®?
You can call the main phone at +1 631-859-7211 or the alternate phone at +1 631-447-0036, or email jo.bennett@edwardjones.com.
Does Edward Jones - Financial Advisor: Jo Bennett have an online presence?
Yes, their website is https://www.edwardjones.com/us-en/financial-advisor/jo-bennett, they have a Facebook page at https://www.facebook.com/594657407292464, and you can find Jo Bennett's LinkedIn profile at https://www.linkedin.com/in/jo-bennett-65917191.
Are there any nearby places of interest near Edward Jones - Financial Advisor: Jo Bennett?
Yes, nearby places include Challenge Escape Rooms for entertainment, Conference Associates for insurance services, and Kevin Dougherty offering mortgage and financial services.
What nearby businesses can help with real estate or home financing near Edward Jones - Financial Advisor: Jo Bennett?
Nearby you can find Fortune Realty of LI for real estate services and loanDepot for mortgage lending needs.
If I want to do some shopping or beauty services near Edward Jones - Financial Advisor: Jo Bennett, what options are available?
Nearby you can visit Brookhaven Opticians and Lotus handmade jewelry for shopping, or Bella's Salon & Dry Bar, and House of Honey's Beauty Bar for hair and beauty services.
Can Edward Jones - Financial Advisor: Jo Bennett help me with retirement planning tools?
Yes, they offer resources like a retirement savings calculator to help you prepare for your future.
Are appointments necessary to meet Edward Jones - Financial Advisor: Jo Bennett on Saturdays?
Yes, the office is open by appointment only on Saturdays, so scheduling in advance is recommended.