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PROVIDING TAILORED SERVICES

Our specialists are here to assist you in every way possible to help you feel comfortable and confident in your financial future.

Whether you would like a consultation or choose to utilize one of our services; do not hesitate to contact us, today and book your appointment for financial assurance. 

OUR PROMISE

We’re listening, 100 percent.®

OUR VISION

To ignite and affect change in the community by providing impactful financial advice.

OUR MISSION

Our mission is to educate clients regarding financial opportunities, empowering them to invest soundly and wisely into their financial future. Driven to bridge the financial disparity among social classes, we thrive to instill confidence so clients can be optimistic and have a true path to financial freedom.

OUR VALUES

Adhering to these values allows us to serve our clients to the best of our abilities.

  • Client focused. Our company was built on serving and satisfying clients, and meeting our clients’ needs is always our No. 1 priority. We make a positive difference in our clients’ lives.

  • Integrity always. We uphold the highest standards of integrity and stand behind what we say and do. We know that trust must be earned continually, and are committed to transparency in our financial disclosures.

  • Excellence in all we do. When we execute with excellence, success naturally follows. We provide world-class service and innovative product solutions and are personally accountable for delivering results and maintaining the highest quality.

  • Respect for individuals and for the communities in which we live and work. We respect each other, value diversity and work as a team to meet our goals. We value our people, encourage their development and reward their performance. We are good citizens in our communities.

 
 
 
 

 

OUR TEAM

 

Vince Edwards

 
 
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JARED EDWARDS

Chief Executive Officer

Jared oversees Edwards Financial Group’s (EFG) operations and resources, while maintaining close relationships with EFG’s clients. He is here to assist clients in making the beneficial investments, not only at the present time, but for their future.

 
 
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VINCE EDWARDS

Chief Financial Officer

Vince manages EFG’s finances, as well as assesses risks and opportunities for EFG and its clients, alike. Vince assists clients in determining tax 

strategies that defer, minimize, or eliminate tax

payments, and arrange audits with taxation authorities. He will help prepare tax documents for a clientele that can include public and private companies, nonprofit organizations, government agencies, and private individuals.

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