Edwards Financial Services - Winter Park, Florida

Gal S.

Edwards Financial Services is an exceptional firm that truly stands out in financial management. Jason Edwards and his team are highly responsive, punctual, and dedicated to delivering great results. I especially appreciate that Jason operates independently, without ties to big banks, which allows him to provide personalized attention and tailored solutions for every client interaction.

His reliable and efficient back-office team makes complex processes, like transferring assets and rolling over retirement accounts, seamless and stress-free. Jason also introduced me to innovative investment tools I hadn’t encountered before, which have expanded my financial planning options.

Overall, I couldn’t be more pleased with the professionalism, expertise, and care provided by Edwards Financial Services. Highly recommend to anyone seeking trustworthy, independent financial advice!

Rachel A.

Jason Edwards goes above and beyond for his clients. His expertise is evident in every interaction, making complex financial planning easy to understand. He has jumped in and helped me with advice during stressful times, including the death of a family member and the dilution of a business partnership. Even during economic downturns, he has always kept my investments in the black and earning. Plus, he encourages financial discipline, and many of us need that gentle coaching.

Walt Y.

I have been a client of Edwards Financial Services for over year and I am very pleased with the service that Edwards Financial provides and performance of the investments that Jason has selected. Their communication and engagement is excellent and I have access to all of the resources necessary to understand the structure and the status of my portfolio.

Before I decided to hire Jason Edwards to manage my investments, I had attended an annual economic outlook brief that Jason provided to a not for profit organization for four years. I was impressed with not only the accuracy of his forecasts but that he always highlighted which sectors of industry would potentially benefit from difficulties in other parts of the economy. Even in the face of serious challenges for the economy in general, he explains why and in in which sectors and industries there are opportunities. Jason clearly explains the impact of new legislation and government regulations on businesses and how that affects the performance of various investment by the incentives or disincentives on business.

Jason took into consideration my concerns over the near and midterm term difficulties facing the economy and provided risk limited investments for a portion of my portfolio that made me comfortable. After 15 months the performance has far exceeded the market indices and the risk adjusted benchmarks. There is no substitute for performance and Jason's fixed percentage management fee incentivizes Edwards Financial to deliver strong performance.

Nivedita ?. N. J.

Working with  Jason Edwards has been an amazing experience!!!!! Jason is a genius financial advisor with a perfect balance of being charismatic, fun, charming, authentic, spiritual, hardworking, and intelligent! The only person I would have lunch with and the only person I would hand my money to without even a shred of doubt or worry.  When meeting Jason, it’s immediately obvious that he loves what he does and can discuss global economies as well as predict market trends with so much knowledge and enthusiasm that there is no question that he is one of the best in his field.
Despite the long list of financial advisors that have reached out to me, Jason wins my trust because of his impeccable communication skills and high standards. His communication skills are admirable —he can develop a strong sense of security because there are never any surprises with financial matters. His incredibly high standards are reflected  in how he lives his life, sincerely takes care of his family/clients,  builds a great team, and takes care of money in an exceptional way.
Before I met Jason, it was quite painful for me to have my money sit passively in a checking account doing nothing while I was busy at work.  Despite studying for years and getting so many degrees, I did not know how to plan for retirement or how to invest my money in the right way. I am so grateful for Jason to help me turn my financial situation around; with my busy lifestyle, he and his team have made the process of optimizing my finances so easy and efficient! He and his team make you feel like part of a family.
He is highly recommended! You won’t be disappointed!

Denise H.

Having worked with Jason Edwards professionally, it was natural that when I retired Edwards Financial Services would be my first choice to oversee my retirement assets.

As a financial advisor, Mr. Edwards is skillful at assessing what his clients needs are and recommending the best method of achieving the desired success. His years of experience and knowledge creates a level of confidence that reassures me that assets are in great hands.

Renato B.

Jason Edwards is a thorough, knowledgeable, and effective financial advisor. I've never been anything but delighted with how his buys overperform trends, and his advice and guidance have never led me wrong. His team is also extremely courteous, receptive, and responsive. I'd highly recommend working with him.

Elizabeth K.

The Edwards Financial Services staff are responsive, professional, and courteous. I am kept informed when changes need to be made to my portfolio. I feel confident that Jason always has my best interests at heart. He is an experienced expert. All questions are answered completely regardless of how inconsequential they may be. I would recommend him highly to anyone looking for professional financial advice.

K P.

I have been with Edwards for at least 7 years and have seen not only my portfolio grow but my financial knowledge. I explain to Jason my goals and aspirations and we devise a financial road map and associated contribution numbers to hit those targets. Additionally, we have check in to see how things are progressing. I feel like they are not only my/our financial advisors but our Pals.