Edward Jones - Financial Advisor: Raymond Loeser, CFP® - Avon, Ohio

Introduction

In the heart of Avon, Ohio, Edward Jones - Financial Advisor: Raymond Loeser, CFP®, offers personalized financial services tailored to each client's unique needs. With a commitment to understanding what's important to clients and helping them achieve their long-term financial goals, Raymond Loeser and his team provide a comprehensive approach to wealth management.

As a Certified Financial Planner (CFP®), Raymond Loeser has demonstrated his expertise in comprehensive financial planning, including investment, tax, retirement, risk management, and estate planning strategies. His dedication to his clients, coupled with Edward Jones' extensive resources, enables him to create customized strategies that evolve with his clients' lives.

Main Services

• Financial Planning: Raymond Loeser and his team work with clients to understand their financial goals, risk tolerance, and time horizon. They develop tailored financial plans that address clients' unique needs and help them achieve their long-term objectives.
• Investment Services: Edward Jones offers a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and individual retirement accounts (IRAs). The firm's financial advisors work closely with clients to determine the most appropriate investments for their portfolios.
• Retirement Planning: With a focus on helping clients retire on their terms, Raymond Loeser and his team develop retirement income strategies that address clients' specific needs and goals. This includes helping clients navigate retirement savings plans, such as 401(k)s and IRAs, and creating withdrawal strategies to help clients maintain their desired lifestyle in retirement.
• Risk Management: To help protect clients' assets and families, Edward Jones offers risk management solutions, including life insurance, long-term care insurance, and disability income insurance. Raymond Loeser and his team work with clients to assess their risk tolerance and determine the most appropriate coverage for their needs.
• Estate Planning: Edward Jones can help clients plan for the future by creating estate plans that address their specific goals and objectives. This includes working with clients to develop wills, trusts, and other estate planning documents, as well as helping them navigate the complexities of probate and estate settlement.

Location and Access

Edward Jones - Financial Advisor: Raymond Loeser, CFP® is conveniently located at 34970 Detroit Rd Suite 207, Avon, OH 44011, United States. This office is situated in the heart of Avon, providing easy access for clients throughout the surrounding area.

The office is easily accessible by car, with plenty of parking available on-site. Additionally, the office is wheelchair-accessible, with a dedicated wheelchair-accessible car park, entrance, and toilet. Public transportation is also available, with the Avon Station on the CTA Green Line located approximately 2.5 miles away.

Featured Characteristics

• Client-Centered Approach: Edward Jones and Raymond Loeser are committed to providing a personalized, client-centered experience. They take the time to understand each client's unique financial goals and develop tailored strategies to help them achieve their objectives.
• Comprehensive Services: With a wide range of financial services, Edward Jones and Raymond Loeser can help clients with all their financial needs, from investment management to retirement planning, risk management, and estate planning.
• Experienced Team: Raymond Loeser is a Certified Financial Planner (CFP®) with extensive experience in the financial services industry. He is supported by a team of dedicated professionals who share his commitment to helping clients achieve their long-term financial goals.
• Extensive Resources: As part of Edward Jones, Raymond Loeser and his team have access to the firm's extensive resources, including advanced planning tools, proprietary research, and a network of specialists in areas such as tax, retirement, and estate planning.

Practical Information

• Address: 34970 Detroit Rd Suite 207, Avon, OH 44011, United States
• Phone: 440-933-0272
• Website: edwardjones.com
• Hours of Operation: Monday - Friday, 8:30 am - 5 pm (EST)
• Appointments: Recommended; please contact the office to schedule a consultation

Positive Aspects from Reviews

With an average rating of 5/5 stars on Google My Business, Edward Jones - Financial Advisor: Raymond Loeser, CFP® has received overwhelmingly positive feedback from clients. Some of the most frequently mentioned positive aspects include:

• Personalized Service: Many clients appreciate the personalized and client-centered approach provided by Raymond Loeser and his team. They take the time to understand each client's unique financial goals and develop tailored strategies to help them achieve their objectives.
• Expertise and Experience: Clients frequently comment on Raymond Loeser's expertise and experience in the financial services industry. His status as a Certified Financial Planner (CFP®) and his commitment to staying up-to-date on the latest financial trends and best practices inspire trust and confidence in his clients.
• Responsiveness and Communication: Clients appreciate the responsive and clear communication they receive from Raymond Loeser and his team. They are always available to answer questions, provide updates, and address any concerns that may arise.
• Convenient Location: With its easy-to-access location in Avon, Ohio, many clients appreciate the convenience of visiting the office for meetings and consultations.

These positive aspects highlight the exceptional service and commitment to client satisfaction provided by Edward Jones - Financial Advisor: Raymond Loeser, CFP®. By focusing on the unique needs and goals of each client, Raymond Loeser and his team have built a reputation for excellence in the Avon community and beyond.

👍 Reviews of Edward Jones - Financial Advisor: Raymond Loeser, CFP®

John P.

5/5

John P.

5/5

John P.

5/5

John P.

5/5

John P.

5/5