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Let us help you work toward growing and maintaining your wealth.
Benjamin F. Edwards – Green Bay, WI
Financial Advisor Branch Office
Location
Green Bay, WI 54301
Phone
Toll Free
Meet the Team
Managing Director – Investments
Benjamin F. Edwards – Green Bay, WI
Financial Client Associate
Benjamin F. Edwards – Green Bay, WI
Financial Advisor
Benjamin F. Edwards – Green Bay, WI
Our Approach
Trust, Integrity, and Mutual Respect guide each of us at the Green Bay, WI location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Green Bay 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 Green Bay, WI 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.
Our Services
Our Green Bay branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Asset Allocation
- Retirement Planning Services
- Portfolio Construction
- Business Owner Services
- Education Planning Strategies
- Trust Services
- Financial Planning
- Life Insurance
- Advisory Services
- Equity Investments
- Estate Planning Strategies
- Wealth Transition Strategies
Trust. Integrity. Mutual Respect.
These are the principles that guide us at our Green Bay, WI 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.