WHY CHOOSE THE EDWARDS KALYNCHUK TEAM:
- A LONG-TERM conservative approach to planning, understanding our clients needs, and a strategy that is personalized and flexible.
- PERSONALIZED AND INNOVATIVE strategies must be supported with a wide range of investment products, solid financial advice, regular monitoring and continuous service excellence.
- RELATIONSHIPS with our clients should be long-term, comfortable, and help to foster disciplined yet attainable goal-setting.
- PROFESSIONAL AND RELIABLE SERVICE
- SPECIALIZING IN RETIREMENT AND ESTATE PLANNING
- PORTFOLIO CREATION
- TAX EFFECTIVENESS
"We believe we can significantly enhance our Clients' overall long-term financial success with the personal attention, proper planning and ongoing counsel of our qualified and dedicated team."