Benjamin F. Edwards
Springfield, IL
Financial Advisor Branch Office
3400 Hedley Rd
Springfield, IL 62711
Phone: 217-726-5862
Toll Free: 877-303-9981
OVERVIEW
One mission drives each of us at the Springfield, Ill., location of Benjamin F. Edwards & Co. – providing you with the service, support, and perspective you need to help you achieve your financial goals and objectives. You can be assured that all of us share a commitment to putting our clients first and treating others the way we want to be treated. By adhering to these basic principles, we’ve found a relationship built on mutual respect and trust develops, which enables us to focus on what really matters – you, our client, and your financial well-being. Whether you live in Springfield, Ill., or elsewhere, we’ll work together to map out a financial program that meets your specific needs. All of us recognize the importance of taking the time to get to know you and understand your financial goals and objectives as we work together to make your plan a reality. Once your investment program is designed and in place, we put it into action. But we don’t stop there. You will also benefit from our ongoing personalized attention and follow-up that will keep you on track throughout your financial journey. In addition, you will have ongoing access to the resources, expertise and tools you need to address financial issues from the simple to the complex.AREAS OF CONCENTRATION
- Personalized investment portfolios
- Retirement planning
- Wealth transfer
- Business retirement plans
- Intergenerational financial management
- Estate planning
- Coordination with other estate, accounting, and financial professionals, as needed
Springfield Branch Financial Planning Services:
Our Springfield 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 Springfield, IL Financial Advisory Team
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Springfield 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.