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

Introduction

When it comes to managing your financial future, it's essential to have a trusted and experienced financial advisor by your side. In Avon, Ohio, residents have come to rely on Raymond Loeser, a Certified Financial Planner (CFP®) at Edward Jones, for personalized and comprehensive financial guidance. Located at 34970 Detroit Rd Suite 207, Raymond Loeser and his team are dedicated to understanding your unique financial goals and developing tailored strategies to help you achieve them.

Main Services

• Personalized Investment Strategies: Raymond Loeser works closely with each client to understand their risk tolerance, time horizon, and financial goals. He then develops a customized investment portfolio designed to help them grow and preserve their wealth.
• Retirement Planning: Whether you're just starting your career or approaching retirement, Raymond Loeser can help you create a retirement plan that addresses your specific needs and aspirations. This includes analyzing your expected retirement income needs, Social Security optimization, and managing your retirement accounts.
• Estate and Legacy Planning: Raymond Loeser can help you create an estate plan that protects your assets and ensures they are distributed according to your wishes. He works with clients to address issues such as wills, trusts, and beneficiary designations, and can coordinate with other professionals to ensure your plan is comprehensive and effective.
• Insurance Services: Raymond Loeser can help you identify and mitigate potential financial risks by reviewing your insurance coverage and recommending appropriate solutions. This includes life insurance, disability income insurance, and long-term care insurance.
• Education Funding: If you have children or grandchildren, Raymond Loeser can help you save for their education with strategies such as 529 college savings plans. He can also help you understand the financial aid process and the impact of various savings strategies on your eligibility for financial aid.

Location and Access

Edward Jones - Raymond Loeser's office is conveniently located at 34970 Detroit Rd Suite 207, Avon, OH 44011, United States. This location offers easy access to major roads and highways, making it readily accessible for clients coming from nearby areas such as Avon Lake, Sheffield Lake, and Lorain. The office is situated in a professional building with ample parking available for clients. The building is also wheelchair-accessible, with a dedicated parking spot, wheelchair-accessible entrance, and toilet facilities on-site.

Featured Characteristics

• Personalized Service: Raymond Loeser takes the time to get to know each client on a personal level, ensuring that their financial plan is tailored to their unique situation, goals, and dreams.
• Comprehensive Approach: Edward Jones and Raymond Loeser believe in a holistic approach to financial planning, addressing all aspects of your financial life, from investments and insurance to retirement and estate planning.
• Long-term Relationships: Raymond Loeser is committed to building long-term relationships with his clients. He regularly reviews and updates their financial plans to adapt to changing circumstances and help them stay on track toward their goals.
• Community Involvement: Edward Jones and Raymond Loeser are active members of the Avon community, supporting local events, organizations, and causes. They understand the importance of giving back and contributing to the growth and well-being of the community they serve.

Practical Information

• Address: 34970 Detroit Rd Suite 207, Avon, OH 44011, United States
• Phone: 440-933-0272
• Website: edwardjones.com
• Email: [email protected]
• Business Hours: Monday - Friday, 8:00 AM - 5:00 PM (EST)
• Appointments: Recommended

Positive Aspects from Reviews

Edward Jones - Raymond Loeser has an average rating of 5/5 on Google My Business, with 1 review highlighting the following positive aspects:

• Personalized Attention: One client praised Raymond Loeser for his personalized attention and commitment to understanding their unique financial situation and goals.
• Expertise and Knowledge: The client also commended Raymond Loeser's extensive knowledge and expertise in financial planning, as well as his ability to explain complex financial concepts in a clear and easy-to-understand manner.
• Responsive and Accessible: Raymond Loeser was praised for being responsive and always available to answer questions and provide guidance, even outside of regular business hours.

👍 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