Edgewater Investment Group
36855 American Way, Avon, OH 44011
Location & Phone number
About the Business
Located at 36855 American Way in Avon, Ohio, the Edgewater Investment Group is a finance institution offering sophisticated wealth management services tailored to individual needs. With a client-focused approach, their team of professionals is dedicated to guiding clients through the complexities of the financial world with comprehensive plans designed to align with specific investment requirements.
Specializing in unique solutions for business owners, entrepreneurs, foundations, and non-profits, Edgewater Investment Group delivers trusted and comprehensive guidance to support various financial needs and goals. With expertise in planning for today and future generations, they provide objective, strategic advice and operational support as needed.
Established in 1962, Edgewater Investment Group is part of Raymond James, one of the largest and most well-respected independent financial services companies in the country. Their mission is to nurture wealth so clients can live a longer, better life, and they believe that important financial affairs should only be entrusted to those with proven expertise and the ability to effectively pursue goals and objectives.
Whether you are looking to grow your wealth, plan for the future, or support a corporate mission, Edgewater Investment Group offers the depth of ability and resources to help you make the most of each investment opportunity. With a focus on personalized experiences and strategic solutions, they are committed to helping clients achieve their financial goals and aspirations.
Reviews
"Dave has a great sense of humor which put you at ease when meeting with him and offers resourceful, straight forward, common sense advice when it comes to money management. His concern for his client’s well being shows in his sincerity and interest in improving their lives."
"Mr. Szafranski has extensive knowledge in the various aspects of finance. His expertise and customer focus make him a valuable resource when creating a financial planning strategy."
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