Edward Jones - Financial Advisor: Lori M Hoffman

4.2
5 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Lori M Hoffman
134 West Main Street, Trinidad, CO
81082, United States

Hours

Reviews

4.2
5 reviews
5 stars
4
4 stars
0
3 stars
0
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0
1 star
1
  • BM
    BC Morgan
    Jan 27, 2024
    5.0
    Best place to invest. The planners are top notch and care about you!
  • CH
    Claudia Henning
    Nov 2, 2023
    5.0
    Thank you, Andrew and Lori, for your continued contributions to Trinidad community. Your financial advice is invaluable!
  • MA
    M Are
    Jun 23, 2020
    1.0
    Had a bad experience with the company because they did an unauthorized transaction. I do not keep accounts with Edward Jones because of this hugh issue. They did rectify it but i had to bring them proof of the state law. Now they continue to call me, send notes. Forms etc. To my address even though I do not do business with them. I have for many years told Edward Jones office to stop calling my personal phone to no avail. Today-The last call the secretary (or who ever it was)was like I can't take you off our mailing list or phone list and so she continued to argue and I finally had to hand up with her huffing and puffing!! This company is has no clue and does things without consulting you. Even corporate is rude and non- apologetic.
  • BW
    Bernie Whalen
    Mar 12, 2020
    5.0
    Andrew was patient, knowledgeable, and very professional. I look forward to our continued partnership.

Frequently Asked Questions About Edward Jones - Financial Advisor: Lori M Hoffman

What financial services does Edward Jones - Financial Advisor: Lori M Hoffman provide?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.

What are the office hours for Edward Jones - Financial Advisor: Lori M Hoffman?

The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays.