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

Introduction

Welcome to a comprehensive guide on Edward Jones - Financial Advisor: Raymond Loeser, CFP®, located in Avon, Ohio. This detailed article will provide you with in-depth information about the services offered, the location and accessibility, unique features, practical information, and positive aspects highlighted in client reviews.

Main Services

• Financial Consultation: Raymond Loeser, a Certified Financial Planner (CFP®), offers personalized financial advice tailored to each client's unique situation. He helps clients develop a comprehensive financial strategy that aligns with their goals and risk tolerance.
• Investment Services: Edward Jones provides a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement savings plans like IRAs and 401(k)s. Raymond Loeser works closely with clients to create and manage diversified investment portfolios.
• Retirement Planning: The firm specializes in helping clients prepare for retirement by offering strategies such as retirement savings plans, pension plans, and Social Security optimization. Raymond Loeser assists clients in creating a retirement income strategy that addresses their specific needs and goals.
• Estate Planning and Insurance Services: Raymond Loeser can help clients protect their assets and loved ones by offering guidance on estate planning strategies and insurance solutions. This includes life insurance, long-term care insurance, and other forms of risk management.
• Business Services: Edward Jones also caters to business owners by providing services like business succession planning, employee benefits, and business continuity planning.

Location and Access

Edward Jones - Financial Advisor: Raymond Loeser, CFP® is conveniently located at:

The office is situated in the Avon Commons shopping center, offering easy access from major roads like Detroit Road (Route 6) and Route 83. Nearby neighborhoods include Avon Lake, North Ridgeville, and Westlake. There is ample parking available, including a wheelchair-accessible parking spot.

Public transportation is accessible via the Greater Cleveland Regional Transit Authority (RTA). The closest bus stop is the Avon Commons Park & Ride lot, which is about a 5-minute walk from the office.

Featured Characteristics

• Wheelchair Accessibility: The office is wheelchair-accessible, featuring a ramp at the entrance and an elevator to reach the second floor. The restroom is also wheelchair-accessible.
• Appointments Recommended: To ensure a smooth and efficient visit, it is recommended to schedule an appointment with Raymond Loeser. This can be done by calling the office or using the online scheduling feature on the Edward Jones website.
• Comfortable and Professional Environment: The office offers a welcoming and comfortable atmosphere, designed to put clients at ease while discussing their financial goals and strategies.

Practical Information

• Phone: You can reach the office at 440-933-0272.
• Website: Visit the Edward Jones website to learn more about their services and Raymond Loeser: edwardjones.com.
• Office Hours: The office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, it is recommended to call ahead or check the website for the most up-to-date information on office hours, as they may vary.

Positive Aspects from Reviews

Edward Jones - Financial Advisor: Raymond Loeser, CFP® has received a 5/5 average rating on Google My Business, with 1 review highlighting several positive aspects:

• Personalized Service: The reviewer praised Raymond Loeser for his personalized approach, stating that he takes the time to understand each client's unique situation and goals.
• Expertise and Knowledge: The reviewer commended Raymond Loeser's extensive knowledge and expertise in financial planning, noting that he provides clear and concise explanations of complex financial concepts.
• Responsiveness and Communication: The reviewer appreciated Raymond Loeser's responsiveness and proactive communication, stating that he promptly addresses any questions or concerns and keeps clients informed about their financial progress.
• Trust and Confidence: The reviewer expressed trust in Raymond Loeser's abilities and felt confident in his financial planning guidance, noting that he has helped them make informed decisions about their financial future.

These positive aspects demonstrate Raymond Loeser's commitment to providing exceptional service and building lasting relationships with his clients.

👍 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