Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial and tax goals and objectives, using the most efficient methods available.
Patrick Edwards, CPA, RFC
201-275-1633
patrick@edwardsfinancialgroup.com
Patrick Edwards is the founding partner of Edwards Financial Group with over 25 years of experience. Patrick is a Certified Public Accountant (CPA) and holds the designation of Registered Financial Consultant (RFC). In addition to a...
Shea Kavanagh
201-275-1633
shea@edwardsfinancialgroup.com
Shea is a graduate from William Paterson University with a Bachelor of Science in Accounting. She has experience with the preparation of individual and business tax returns along with various accounting functions. Shea has also...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.