Financial Advisors
Houston, TX
Edwards Financial Group is a Houston-based financial services firm specializing in tax planning, wealth management, insurance solutions, business services, and credit solutions. Founded on a mission to educate and empower clients with personalized financial guidance, they serve individuals and business owners with comprehensive planning tailored to long-term success. The firm offers individual and business tax preparation, retirement planning tools, insurance and wealth management, notary services, and financial consulting.
Ideal for: Small business owners, self-employed individuals, families seeking comprehensive tax planning, anyone wanting integrated wealth management and insurance planning
Service area: Houston and surrounding areas, Texas
Comprehensive Financial Services: Offers integrated tax planning, wealth management, insurance, business services, and credit solutions under one roof rather than separate providers.
Free Retirement Planning Tool: Provides complimentary access to the Retirement Planning Center, an online platform designed to educate clients on retirement strategies and goals.
Personalized Client-Centered Approach: Emphasizes 100% listening and tailored guidance based on each client's unique financial goals and circumstances.
Address: 1177 W Loop S # 1670, Houston, TX 77027
Phone: (832) 930-8344
Website: efg365.com
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