Associates

Mary Smith & family smiling together


Mary Smith

Office Manager

Phone: (714) 854-0455
Fax: (714) 854-1668
Email: Mary@Bennettfis.com

Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Mary Smith who has been a valued member of our team. Mary 's primary responsibilities are scheduling meetings and appointments and managing client communications on service issues.

If you have any questions or need information, contact them at mary@bennettfis.com.

Linda Nelson Headshot


Linda Nelson

Administrative Assistant / Database Coordinator

Phone: (714) 854-0455
Fax: (714) 854-1668
Email: mary@bennettfis.com

Linda Nelson, is also a valued member of our team. Linda's primary responsibilities are scheduling meetings and appointments, supporting marketing, and providing policy service for clients such as processing beneficiary changes.

If you have any questions or need information, contact them at linda@bennettfis.com.

Sally Waltmire

Email: sally@bennettfis.com

Sally Waltmire, is also a valued member of our team. Sally's primary responsibilities are supporting case prep.

If you have any questions or need information, contact them at sally@bennettfis.com.

Disclosure

Larry Bennett is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #744103), AZ, CA (CA Insurance License #0584338), CO, FL, ID, KS, KY, MN, NC, NV, OR, TN, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Larry Bennett is licensed and authorized to offer insurance in California and Arkansas, but BENNETT FINANCIAL & INSURANCE SERVICES may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Larry Bennett is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1620 N Placentia Ave Ste 120, Placentia, CA, 92870, 714-854-0455. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, ID, KS, KY, MN, NC, NV, OR, TN, TX, UT, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Larry Bennett is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, ID, KS, KY, MN, NC, NV, OR, TN, UT, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

BENNETT FINANCIAL & INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BENNETT FINANCIAL & INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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