Let's discuss your financial future.

Benjamin F. Edwards

Waterloo, IA

Financial Advisor Branch Office

116 E 4th St

Waterloo, IA 50703

Phone: 319-233-3297

Toll Free: 855-404-3297

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the Waterloo, IA location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Waterloo 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 Waterloo, IA 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.

Waterloo Branch Financial Planning Services:

Our Waterloo 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 Waterloo, IA Financial Advisory Team

Brian Persson, CRPC®

Associate Vice President – Investments

Phone: 319-233-3297

brian.persson@benjaminfedwards.com
View Brian's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Waterloo 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.