Benjamin F. Edwards
Painted Post, NY
Financial Advisor Branch Office
310 Town Center Rd Ste 201
Painted Post, NY 14870
Phone: 607-962-2045
Toll Free: 844-962-2045
Davies Investment Group of Benjamin F. Edwards
Today's investors have many choices to make about their money – how to accumulate it, how to grow it, how to preserve it, how to generate income from it, and, eventually, how to transfer it. To accomplish all of this, they need a reputable brokerage firm and a trusted financial team who will assist them in determining their present and future financial objectives. With more than 80 years of collective investment experience, our team is committed to providing our clients with a planning-based approach. We pay close attention to the specific goals and needs of each of our clients, and then design an investment strategy that works to address each objective. Our client service approach is also unique, as we combine our team's knowledge and experience with that of your attorney and accountant to form a highly effective team that works in tandem for your benefit. Visit our websitePainted Post Branch Financial Planning Services:
Our Painted Post branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Asset Allocation
- Portfolio Construction
- Education Planning Strategies
- Financial Planning
- Retirement & Social Security Planning Strategies
- Business Owner Services
- Trust & Estate Planning Strategies
- Insurance Solutions
Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.
Meet the Painted Post, NY Financial Advisory Team
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Painted Post branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first and helping them reach their financial goals.