Edward Jones - Financial Advisor: Raymond Loeser, CFP® - Avon, Ohio
Address: 34970 Detroit Rd Suite 207, Avon, OH 44011, United States.
Phone: 4409330272.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Raymond Loeser, CFP®
⏰ Open Hours of Edward Jones - Financial Advisor: Raymond Loeser, CFP®
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Edward Jones - Financial Advisor: Raymond Loeser, CFP®
Located in the heart of Avon, Ohio, Edward Jones - Financial Advisor: Raymond Loeser, CFP® is a trusted name in the financial services industry. With a commitment to personalized service and a comprehensive approach to investing, this firm assists clients in achieving their financial goals.
Main Services
- Financial Consultation: Raymond Loeser, a Certified Financial Planner®, provides expert guidance on financial planning, retirement planning, and wealth preservation.
- Investment Services: The firm offers a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They also provide access to alternative investments and fixed-income products.
- Retirement Planning: Edward Jones specializes in helping clients plan for their retirement. They offer strategies for 401(k) and IRA rollovers, as well as strategies for retirement income.
- Estate Planning: The firm assists clients in creating and implementing estate plans that protect their assets and provide for their loved ones.
- Insurance Services: Edward Jones offers a range of insurance services, including life, health, and long-term care insurance.
Location and Access
Edward Jones - Financial Advisor: Raymond Loeser, CFP® is situated at 34970 Detroit Rd Suite 207, Avon, OH 44011, United States. The office is conveniently located in the Avon Commons shopping center, offering easy access from Detroit Road and Nagel Road.
For those using public transportation, the Avon Park & Ride lot is nearby, serviced by the Greater Cleveland RTA. Several bus routes also stop near the office.
Featured Characteristics
Some distinctive features of this office include:
- Personalized Service: Raymond Loeser takes the time to understand each client's unique financial situation and goals.
- Comprehensive Approach: The firm offers a wide range of services, allowing clients to address all their financial needs under one roof.
- Community Involvement: Edward Jones is actively involved in the local community, supporting local charities and events.
Practical Information
To contact Edward Jones - Financial Advisor: Raymond Loeser, CFP®, you can call 440-933-0272 or visit the website at edwardjones.com. The office is open Monday through Friday, 9:00 AM to 5:00 PM, with evening and weekend appointments available upon request.
| Appointments | Wheelchair Accessibility |
|---|---|
| Recommended | Yes |
| Parking | Free, wheelchair-accessible spots available |
Customer Reviews
Edward Jones - Financial Advisor: Raymond Loeser, CFP® has an excellent reputation, with a rating of 5/5 from customers on Google My Business. Customers appreciate the personalized service, expert advice, and the care taken to understand their unique financial situations.
"Raymond Loeser is an excellent financial advisor. He took the time to understand my financial situation and provided tailored advice. I highly recommend him." - John D.
"I've been working with Raymond for a few years now, and I'm always impressed with his knowledge and client-focused approach." - Sarah L.
👍 Reviews of Edward Jones - Financial Advisor: Raymond Loeser, CFP®
