Showing 1 - 2 of 2 results
Satisfaction
Response Rate
As Described
This service is listed on HandyHubb but hasn't been claimed yet. Pricing and details may vary. Want to claim it? Click Here
EDGE Investment Solutions specializes in providing tailored investment management and financial planning services for individuals and small businesses in Cedar Rapids, IA. With a focus on innovative strategies and personalized guidance, they empower clients to achieve their financial goals through informed decision-making and proactive portfolio management.
Erica Chavez is the best! We have had great annual returns working with Erica for many years regardless of economic conditions. Would highly recommend working with Erica and EDGE I... Erica Chavez is the best! We have had great annual returns working with Erica for many years regardless of economic conditions. Would highly recommend working with Erica and EDGE Investment Solutions. Read More
Joel, is the best financial advisor I have ever had. He is kind, thoughtful and knowledgeable. He has been very helpful to me in making financial decisions and I highly recommend... Joel, is the best financial advisor I have ever had. He is kind, thoughtful and knowledgeable. He has been very helpful to me in making financial decisions and I highly recommend Joel Hanson Read More
I transferred my investments to Edge under Jackson. I have been very happy with the way they have invested my money. My portfolio has grown considerably. Even though I am a small... I transferred my investments to Edge under Jackson. I have been very happy with the way they have invested my money. My portfolio has grown considerably. Even though I am a small investor, the attention and service I receive has been outstanding! Read More
Joel Hanson is proactive in keeping us informed and makes it a priority to be accessible whenever we have concerns. His dedication to helping us achieve our financial goals is appa... Joel Hanson is proactive in keeping us informed and makes it a priority to be accessible whenever we have concerns. His dedication to helping us achieve our financial goals is apparent in every conversation. He is personal, professional and passionate and we would highly recommend him to anyone looking to make their financial goals a reality. Read More
We have been with Joel at Edge 3 years, leaving a string of other investment companies that just never felt right. Either not preforming or not bringing me the investments I wanted... We have been with Joel at Edge 3 years, leaving a string of other investment companies that just never felt right. Either not preforming or not bringing me the investments I wanted. Joel and Edge has served me well in both. With great communication, forward thinking and an added bonus of ongoing string of short webinars and news letters that keep me engaged in my own financial situation. Thank you Joel, Ben, and the rest of the team at Edge. Read More
My husband and I have been working with EDGE Investment Solutions for the last couple of years and have had such a positive experience. They are knowledgeable, reliable and friendl... My husband and I have been working with EDGE Investment Solutions for the last couple of years and have had such a positive experience. They are knowledgeable, reliable and friendly. We feel genuinely cared for and confident knowing we have a trustworthy partner to help us achieve our financial goals! Read More
Many years ago Damon Walker came to our house and worked with my husband and I in our financial journey. Along with other items such as life insurance, etc. I would recommend Edge... Many years ago Damon Walker came to our house and worked with my husband and I in our financial journey. Along with other items such as life insurance, etc. I would recommend Edge Investments to any one. The entire team is eager to help you in any way they can. We even set up accounts for our grandchildren through them. Be smart and connect with them. You wont regret it. Read More
I have been working with Edge for several years and they have done a great job with my investments. Allikan even looked at my 403B and 401A offerings at work and helped me choose f... I have been working with Edge for several years and they have done a great job with my investments. Allikan even looked at my 403B and 401A offerings at work and helped me choose funds since she oversaw my IRA accounts, even though it would not benefit her to do that. They really want to help with every aspect of their clients' financial success! Read More
We have been using Edge Investment Solutions for the past 3 years. Their assessments and financial guidance is personalized and regularly updated to best reflect the current market... We have been using Edge Investment Solutions for the past 3 years. Their assessments and financial guidance is personalized and regularly updated to best reflect the current market conditions. They demonstrate a genuine interest in promoting the best possible outcome for their clients. Read More
Our partnership with Edge has been a wonderful personal and financial experience. Our Chief Financial Officer, Allikan Martens, is always available to advise and assist with our a... Our partnership with Edge has been a wonderful personal and financial experience. Our Chief Financial Officer, Allikan Martens, is always available to advise and assist with our account management. The Edge website and daily online account information are excellent. We also appreciate the expert financial information webinars. Read More
Our family gets outstanding customer service, clear thinking, and helpful recommendations from Joel and the team at EDGE Investment Solutions. We have a high degree of confidence i... Our family gets outstanding customer service, clear thinking, and helpful recommendations from Joel and the team at EDGE Investment Solutions. We have a high degree of confidence in our future thanks to their insights. Joel truly has the heart of a teacher. Highly recommended for your financial planning and investment goals! Read More
Our decision to trust Joel Hanson and the team at Edge Investment Solution with our retirement planning has been the smartest move we’ve ever made. Prior to meeting Joel we had acc... Our decision to trust Joel Hanson and the team at Edge Investment Solution with our retirement planning has been the smartest move we’ve ever made. Prior to meeting Joel we had accounts scattered with multiple companies, making it difficult to stay up to date with the performance of those accounts. Having everything under one roof has brought us peace of mind. Our relationship with our financial advisor gives us confidence that we understand the current financial landscape and have a grasp on how it affects our investments and retirement plans. Knowing that we can reach out with questions or concerns at anytime and that they will be promptly addressed is a game changer. We highly recommend a sit down with Joel and the nice folks at Edge Investment Solutions. Read More
The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have found them all to be superb at explaining investing matters in... The team at EDGE is outstanding. Their customer service is excellent. I've worked with several EDGE advisors and have found them all to be superb at explaining investing matters in simple, understandable ways. They offer many learning opportunities for their clients at no charge. I cannot overstate how much I love this company. I've recommended them to my family members in Iowa and beyond. Read More