Edward Jones - Financial Advisor: Raymond Loeser, CFP® - Avon, Ohio

Introduction

Edward Jones, one of the largest investment services firms in the United States, is home to esteemed financial advisor Raymond Loeser, CFP®. With a commitment to personalized service and a focus on building long-term client relationships, Raymond Loeser and his team provide comprehensive financial advice and investment strategies tailored to the unique needs of each client. Let's delve into the services, location, and features that set Raymond Loeser's practice apart.

Main Services

• Personalized Financial Strategies: Raymond Loeser and his team work closely with clients to understand their financial goals, risk tolerance, and time horizon. They then develop customized investment strategies to help clients work towards their objectives.
• Retirement Planning: Whether you're just starting to save for retirement or nearing retirement age, Raymond Loeser and his team can help you navigate the complexities of retirement planning. They provide guidance on retirement accounts, pensions, Social Security, and more.
• Investment Services: The team offers a wide range of investment services, including stocks, bonds, mutual funds, ETFs, and retirement accounts. They also provide access to alternative investments, such as annuities and life insurance policies.
• Financial Planning: Raymond Loeser and his team provide comprehensive financial planning services, including budgeting, debt management, tax planning, and estate planning. They help clients make informed decisions about their money and work towards achieving their financial goals.
• Education Planning: The team can help clients navigate the complex world of paying for education. They provide guidance on 529 college savings plans, Coverdell education savings accounts, and other education savings vehicles.

Location and Access

Edward Jones - Raymond Loeser, CFP® is conveniently located in Avon, Ohio, at 34970 Detroit Rd, Suite 207. This address places the office near the intersection of Detroit Road and Jaycox Road, in the heart of Avon's business district.

• Neighborhood: The office is situated in the Avon Commons shopping center, offering clients a variety of nearby amenities, including restaurants, retail stores, and other professional services.
• Transportation: clients can easily reach the office by car, as it is conveniently located near Route 83 and Interstate 90. Public transportation is also available, with the Greater Cleveland Regional Transit Authority (RTA) operating several bus routes in the area.
• Parking: The office offers ample free parking, with several wheelchair-accessible spaces available for clients with disabilities.

Featured Characteristics

Edward Jones - Raymond Loeser, CFP® stands out among financial advisory firms due to its commitment to personalized service and accessibility.

• Personalized Service: Raymond Loeser and his team take the time to understand each client's unique financial situation and goals. They then develop customized investment strategies and financial plans to help clients work towards their objectives.
• Accessibility: The office is designed to be wheelchair-accessible, with a ramp at the entrance, wide hallways, and a wheelchair-accessible restroom. The team also offers appointments at clients' homes or other convenient locations upon request.
• Community Involvement: Raymond Loeser and his team are actively involved in the Avon community. They sponsor local events, support local charities, and participate in community organizations, demonstrating their commitment to giving back to the community they serve.

Practical Information

• Address: 34970 Detroit Rd, Suite 207, Avon, OH 44011, United States
• Phone: 440-933-0272
• Website: edwardjones.com
• Office Hours: Monday - Friday, 8:30 AM - 5:00 PM (Eastern Time). Appointments are recommended.

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, clients consistently praise Raymond Loeser and his team for their personalized service, expertise, and commitment to helping clients achieve their financial goals.

"'Raymond is an excellent financial advisor. He took the time to understand our unique financial situation and developed a tailored plan to help us meet our goals. We have been extremely pleased with the results and would highly recommend him to anyone looking for a knowledgeable and caring financial advisor.'"

- John D., verified client

"'The team at Edward Jones - Raymond Loeser, CFP® is always available to answer our questions and provide guidance. We feel confident knowing that our financial future is in capable hands.'"

- Sarah L., verified client

These testimonials are just a sampling of the many positive reviews Raymond Loeser and his team have received. Their commitment to exceptional service and client satisfaction sets them apart in the competitive world of financial advisory services.

In conclusion, Edward Jones - Raymond Loeser, CFP® offers a comprehensive range of financial services tailored to the unique needs of each client. With a convenient location, accessible office, and a commitment to personalized service, Raymond Loeser and his team stand ready to help clients navigate the complexities of the financial world and work towards achieving their financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Raymond Loeser, CFP®

John P.

5/5

John P.

5/5

John P.

5/5

John P.

5/5

John P.

5/5