Bennett & Bennett Financial, LLC is a client-focused financial services firm based in Sellersburg, Indiana. Guided by the motto “Your Goals – Your Interest – Our Mission,” the firm emphasizes listening, clear communication, and understanding each client’s circumstances before discussing financial needs and goals. It offers guidance and services related to investments, retirement income and planning, estate planning, insurance, taxes, and wealth transfer.

The firm’s listed financial products include brokerage accounts, stocks, mutual funds, annuities, certificates of deposit, IRAs, pensions, and 401(k) accounts. It also helps clients transfer existing accounts and provides educational resources, including articles, videos, calculators, and tools covering topics such as Social Security, college savings, compound interest, and retirement readiness. Bennett & Bennett states that it handles client account information discreetly and complies with applicable financial regulations.

Securities and registered investment advisory services are offered through Silver Oak Securities, Inc., a separate entity and FINRA/SIPC member. The firm is located at 10837 Elk Run Trail, Sellersburg, Indiana, and can be reached at (812) 748-9005