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Let us help you work toward growing and maintaining your wealth.
Financial Advisor Branch Office
Location
Mentor, OH 44060
Phone
Toll Free
Meet the Team
Branch Manager, Managing Director – Investments, Discretionary Portfolio Management
Benjamin F. Edwards – Mentor, OH
Managing Director – Investments
Benjamin F. Edwards – Mentor, OH
Senior Vice President – Investments
Benjamin F. Edwards – Mentor, OH
Senior Vice President – Investments
Benjamin F. Edwards – Mentor, OH
Senior Registered Financial Client Associate
Benjamin F. Edwards – Mentor, OH
Senior Registered Financial Client Associate
Benjamin F. Edwards – Mentor, OH
Receptionist
Benjamin F. Edwards – Mentor, OH
Our Approach
Trust, Integrity, and Mutual Respect guide each of us at the Mentor, OH location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Mentor 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 Mentor, OH and surrounding communities.
Including:
Concord, OH
Willoughby, OH
Lake County
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 Mentor branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Advisory Services
- Affluent Investor Services
- Asset Allocation
- Business Owner Services
- Cash Management
- Education Planning Strategies
- Equity Investments
- Estate Planning Strategies
- Financial Planning
- IRAs
- Life Insurance
- Portfolio Construction
- Retirement Planning Services
- Social Security Strategies
- Trust Services
- Wealth Transition Strategies
Trust. Integrity. Mutual Respect.
These are the principles that guide us at our Mentor, OH 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.