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

Introduction

In the heart of Avon, Ohio, lies a premier financial services firm, Edward Jones - Financial Advisor, with Raymond Loeser, CFP® at the helm. Loeser, a Certified Financial Planner, is committed to understanding your unique financial goals and providing personalized investment strategies to help you achieve them. With a strong focus on individual attention, Edward Jones - Avon aims to build long-term relationships with clients, fostering trust and guiding them through the ever-changing financial landscape.

Main Services

• Financial Planning: Raymond Loeser and his team offer comprehensive financial planning services, encompassing retirement planning, estate strategies, insurance services, and more. They work closely with clients to identify their financial objectives and create tailored strategies to help them achieve their goals.
• Investment Services: Edward Jones - Avon provides a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They help clients build and manage diversified investment portfolios aligned with their risk tolerance and investment goals.
• Retirement Income Strategies: The firm specializes in helping clients plan for retirement and create income streams that can last throughout their retirement years. They offer strategies such as rollovers, annuities, and other retirement income solutions.
• Education Savings: Edward Jones - Avon assists clients in establishing and funding education savings accounts, such as 529 plans, to help them save for their children's or grandchildren's education expenses.
• Insurance Services: The firm offers various insurance solutions, including life, health, and long-term care insurance, to help protect clients and their families against unforeseen financial risks.
• Business Services: Edward Jones - Avon provides business services, including employee benefits, business succession planning, and buy-sell agreements, to help business owners protect and grow their businesses.

Location and Access

Edward Jones - Avon is conveniently located at 34970 Detroit Rd Suite 207, Avon, OH 44011, United States, situated in the desirable Avon Commons shopping center. The office is easily accessible from major roads, including I-90 and US-20, making it an ideal location for clients in Avon and surrounding areas such as Westlake, Bay Village, and Rocky River.

For those relying on public transportation, the office is close to several bus stops served by the Greater Cleveland Regional Transit Authority (RTA). The nearest bus stops are Avon Commons (served by routes 8, 8A, and 12) and Avon Rd & Detroit Rd (served by route 8).

Parking at Edward Jones - Avon is convenient and accessible, with dedicated spaces for clients and visitors. The office offers a wheelchair-accessible car park, ensuring that all clients can access the facility with ease.

Featured Characteristics

• Wheelchair Accessibility: Edward Jones - Avon is committed to providing a welcoming and accessible environment for all clients. The office features a wheelchair-accessible entrance, car park, and toilet, ensuring that clients with mobility challenges can navigate the facility with ease.
• Appointments Recommended: To ensure that clients receive the highest level of service, Edward Jones - Avon encourages clients to schedule appointments in advance. This allows the team to devote their full attention to each client's unique financial needs and goals.
• Personalized Attention: Raymond Loeser and his team pride themselves on providing individualized attention to each client. They take the time to understand each client's unique financial situation, objectives, and concerns, and tailor their strategies accordingly.
• Community Involvement: Edward Jones - Avon is actively involved in the local community, supporting various local events, charities, and organizations. The firm's commitment to giving back reflects its dedication to helping both clients and the community thrive.

Practical Information

• Phone: To schedule an appointment or speak with a financial advisor, clients can call the office at 440-933-0272.
• Website: For more information about the services offered by Edward Jones - Avon, clients can visit the firm's website at edwardjones.com.
• Hours: The office is open Monday through Friday, from 8:30 AM to 5 PM. However, clients are encouraged to schedule appointments at their convenience, including evenings and weekends.

Positive Aspects from Reviews

Edward Jones - Avon has received overwhelmingly positive feedback from clients, earning an average rating of 5/5 on Google My Business. Some of the most frequently mentioned positive aspects include:

• Exceptional Customer Service: Many clients praise the firm's exceptional customer service, noting the friendly and welcoming atmosphere, as well as the team's genuine desire to help clients achieve their financial goals.
• Expertise and Experience: Clients consistently commend Raymond Loeser and his team for their extensive knowledge, experience, and ability to provide tailored financial solutions that address their unique needs.
• Personalized Attention: Several clients highlight the firm's commitment to providing personalized attention, making them feel valued and understood throughout the financial planning process.
• Clear Communication: Many clients appreciate the clear and concise communication style of the Edward Jones - Avon team, ensuring that they understand their financial strategies and can make informed decisions.

In conclusion, Edward Jones - Avon, led by Raymond Loeser, CFP®, offers a comprehensive range of financial services tailored to the unique needs and goals of each client. With a commitment to exceptional customer service, personalized attention, and community involvement, the firm has earned a reputation as a trusted financial partner in the Avon area 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