One mission drives each of us at the Springfield, Ill., location of Benjamin F. Edwards & Co. – providing you with the service, support, and perspective you need to help you achieve your financial goals and objectives. You can be assured that all of us share a commitment to putting our clients first and treating others the way we want to be treated. By adhering to these basic principles, we’ve found a relationship built on mutual respect and trust develops, which enables us to focus on what really matters – you, our client, and your financial well-being.
Whether you live in Springfield, Ill., or elsewhere, we’ll work together to map out a financial program that meets your specific needs. All of us recognize the importance of taking the time to get to know you and understand your financial goals and objectives as we work together to make your plan a reality. Once your investment program is designed and in place, we put it into action.
But we don’t stop there. You will also benefit from our ongoing personalized attention and follow-up that will keep you on track throughout your financial journey. In addition, you will have ongoing access to the resources, expertise and tools you need to address financial issues from the simple to the complex.
AREAS OF CONCENTRATION
- Personalized investment portfolios
- Retirement planning
- Wealth transfer
- Business retirement plans
- Intergenerational financial management
- Estate planning
- Coordination with other estate, accounting, and financial professionals, as needed