Edward Jones - Financial Advisor: Jo Bennett, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jo Bennett is a Certified Financial Planner (CFP®) and financial advisor based in Patchogue, New York. She specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Jo emphasizes the importance of face-to-face conversations to understand her clients' financial goals. She provides personalized financial guidance to individuals and families, helping them navigate their investment journeys and prepare for major life milestones.

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