Let's discuss your financial future.
Benjamin F. Edwards
Naperville, IL
Financial Advisor Branch Office
2056 Westings Ave Ste 360
Naperville, IL 60563
Phone: 331-814-2595
Toll Free: 866-331-6250
OUR PROFESSIONAL APPROACH
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. This is why we believe it is important to spend time with our clients and get to know them. After all, no two clients are alike and the same goes for their investment plans. When we work together, we will ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk. Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction.Naperville Branch Financial Planning Services:
Our Naperville 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 Naperville, IL Financial Advisory Team
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Naperville 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.