Edwards Financial Services - Winter Park, Florida

Edwards Financial Services: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Edwards Financial Services stands out as a highly regarded firm. Located at 5494 Lake Howell Rd, Winter Park, FL 32792, United States, and readily accessible with a wheelchair-accessible car park and wheelchair-accessible entrance, this established organization provides a client-centered approach to financial planning and investment services. With a strong commitment to client satisfaction, Edwards Financial Services has cultivated a reputation for trustworthiness and insightful advice.

About Edwards Financial Services

Edwards Financial Services is a privately held firm dedicated to helping clients achieve their financial goals. They specialize in a wide range of services, including retirement planning, estate planning, education funding, and portfolio management. Their team of experienced professionals possesses a deep understanding of the financial landscape and is committed to tailoring solutions to meet the unique needs of each client. The firm operates with a philosophy of transparency and integrity, fostering long-term relationships built on trust and mutual respect. They believe in proactive communication and regularly updating clients on market trends and the performance of their investments. Investment service offerings are designed to align with risk tolerance and financial objectives, utilizing a diversified approach to mitigate potential losses.

Key Services Offered

• Financial Planning: Edwards Financial Services offers comprehensive financial planning services to help clients develop a roadmap to achieve their financial aspirations. This includes budgeting, cash flow analysis, debt management, and goal setting.
• Investment Management: Their investment management services cater to a variety of investor profiles, from conservative to aggressive. They utilize a disciplined investment process, focusing on long-term growth and capital preservation.
• Retirement Planning: Planning for a secure retirement is a crucial aspect of their service offering. They assist clients in determining their retirement needs, developing savings strategies, and selecting appropriate retirement accounts.
• Estate Planning: Edwards Financial Services recognizes the importance of protecting assets and ensuring a smooth transfer of wealth. They offer guidance on wills, trusts, and other estate planning tools.
• Education Funding: Helping families save for their children’s education is a priority. They provide strategies for 529 plans, Coverdell accounts, and other education savings vehicles.

Location and Accessibility

The firm’s location at 5494 Lake Howell Rd, Winter Park, FL 32792 provides a convenient and professional setting for consultations. Notably, Edwards Financial Services demonstrates a commitment to inclusivity by offering wheelchair-accessible toilet facilities and a generally accessible environment. Clients can easily reach the office via major roadways and public transportation options are readily available in the Winter Park area. Contacting the firm is simple through their Phone: 4076789400, or by visiting their website.

Client Feedback and Reputation

Edwards Financial Services has garnered positive feedback from its clientele, reflected in its impressive Average opinion: 4.8/5 rating on Google My Business. With 76 reviews on Google My Business, prospective clients can gain valuable insights into the experiences of others. Common themes in the reviews highlight the team’s expertise, personalized service, and commitment to client success. Many clients praise the firm’s ability to simplify complex financial concepts and provide clear, actionable advice. The team's responsiveness and willingness to go the extra mile are frequently mentioned as key strengths. Here’s a summary of frequently expressed sentiments:

It’s recommended to schedule an appointment to discuss your financial needs – appointments are highly encouraged. Their website, edwardsfinancialservicesinc.com, provides further details about their services and team members. Financial planner services are readily available.

Overall, Edwards Financial Services presents itself as a reliable and knowledgeable partner for individuals and families seeking comprehensive financial guidance. Their commitment to accessibility, combined with their strong client reviews and wide range of services, makes them a valuable resource in the Winter Park community and beyond.

Contact Information & Additional Points

For inquiries or to schedule an appointment, please contact them directly at Phone: 4076789400. Their website, edwardsfinancialservicesinc.com, also offers a convenient way to learn more about their services and team.