Bennett Financial Group is a professional financial planning firm located in Placentia, CA. They offer a wide range of services, including group and individual health plans, client wealth concierge service, and business solutions. With a team of trained professionals, they help clients identify their financial needs and develop strategies to meet their goals.
As licensed agents of New York Life Insurance Company, Bennett Financial Group provides insurance products and services to clients in various states. They also offer securities products and services through NYLIFE Securities LLC, a licensed insurance agency and a wholly-owned subsidiary of New York Life Insurance Company. Additionally, they provide advisory services through Eagle Strategies LLC, a registered investment adviser. With their expertise and comprehensive approach, Bennett Financial Group helps clients navigate their financial journey with confidence.
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