Edwards Financial Services | financial advisors

EFS was designed around one philosophy, true relationship building. As a real independent firm we have the ability to provide the level of service and product many of the large captive firms do, but maintain a truly objective approach to our advice and recommendations.

How? Well instead of working solely with one company we work with many of the top Insurance and Financial service corporations. This allows our firm to look at all options whether it is considering liability needs or recommendations on how to invest. We work for you.

Our firm is made up of registered financial service professionals that continue to enhance their knowledge on the ever changing scene of insurance and investment concepts. This provides you with the best of both worlds' Big Firm services with Small Town attention. Please contact us today to let us show you how Edwards Financial Services can work for you, but more importantly, with you.

Edwards Financial Services is a Dave Ramsey Endorsed Local Provider for the city of New York. The New York city market is coveted for its proximity as headquarters to global finance and investment banking. For a boutique Winter Park, Florida based financial services firm to have been selected to service this market is a testament to Jason's industry knowledge.

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Managing Partner Jason Edwards
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Contact Us
5494 Lake Howell Road
Winter Park, FL 32792
Phone: 407-678-9400
Fax: 407-678-9440
Toll Free: 877-678-9400


Securities and investment advisory services offered through Calton & Associates, Inc., member FINRA, SIPC.
Edwards Financial Services, Inc. and Calton & Associates, Inc. are separate entities. Individuals should consult their tax/legal advisors before making tax/legal related investment decisions, as Calton & Associates, Inc. and its Registered Representatives do not offer tax/legal advice.

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Registered for securities in the following states: California, Colorado, Florida, Illinois, Louisiana, Missouri, New Jersey, New York, Ohio, Pennsylvania, and Wisconsin..

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