Let's discuss your financial future.
Benjamin F. Edwards
Boynton Beach, FL Financial Advisor Branch Office
Contact Us8794 Boynton Beach Blvd Ste 220
Boynton Beach, FL 33472
Phone: 561-733-9900
Toll Free: 844-415-9900
OUR APPROACH
“Treat your clients the way you want to be treated” is the ideological cornerstone of our financial services practice. It’s also an approach to client service shared by our firm, Benjamin F. Edwards & Co. Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have the knowledge and perspective to implement financial strategies that will help you move smoothly through life’s transitions. Together, Debra Targett and Steve Brill formed A.G.E. Wealth Management, representing Advocates for Generational Education, where we are passionate about educating clients and helping them achieve their goals through proper planning and financial strategies. Our clients know that we’re fully invested in their financial future—we are just like another family member that will be there for you and the next generation. We provide top-notch client service and quality advice, today, tomorrow and in the many years ahead.AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Pre-Retirement Planning Strategies
- Retirement Income Planning Strategies
- Retirement Planning Strategies
- Wealth Transfer Management
Our Approach to Wealth Management
Trust, Integrity, and Mutual Respect guide each of us at the Boynton Beach, FL location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Boynton Beach office is comprised of talented financial professionals with years of wealth management experience.
The Benjamin F. Edwards team of financial advisors is proud to serve Boynton Beach, FL and surrounding communities. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Boynton Beach Branch Financial Planning Services:
Our Boynton Beach 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 Boynton Beach, FL Financial Advisory Team
Debra Targett, CFP®
Vice President – Investments
Phone: 844-415-9900
Steven Brill, CFP®
Branch Manager and Senior Vice President – Investments
Phone: 844-415-9900
Rachel Walczak
Senior Registered Financial Client Associate
Phone: 561-733-9900
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Boynton Beach 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.
Email Us
Mail or Visit Us
Benjamin F. Edwards
8794 Boynton Beach Blvd Ste 220
Boynton Beach, FL 33472