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Edge Financial Advisors
111 West Wesley Street, Wheaton, Illinois, United States
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About the Edge Financial Advisors
Edge Financial Advisors is a finance institution located at 111 West Wesley Street in Wheaton, Illinois, United States. As a Registered Investment Advisor, our mission is to provide our clients with confidence in their financial future. We offer holistic financial planning and customized portfolio management solutions tailored to fit your individual life situation and help you achieve your dreams. Our team at Edge takes a comprehensive approach to your financial health, considering market fluctuations and your stage of life. We invest your resources with care and consideration for your specific needs and future plans, treating you like family. When you feel confident in your financial future, you can relax, dream, and live in the moment, experiencing a state of wellbeing. Join our podcast hosted by Ed Meek and James Alexander, where we simplify complex financial concepts and give listeners the edge they need to live a life of freedom and generosity.
Photos of Edge Financial Advisors
111 W Wesley St #1, Wheaton, IL 60187, United States
Opening hours of Edge Financial Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edge Financial Advisors
"I honestly can't tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. I'm just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My father's account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. I've invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I don't need to worry about my finances, my sister's, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. It's not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat."
"Many years 30 plus, great advice and care. Would highly recommend!"
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