Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: 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
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1 star
1
- BMBC MorganJan 27, 20245.0Best place to invest. The planners are top notch and care about you!
- CHClaudia HenningNov 2, 20235.0Thank you, Andrew and Lori, for your continued contributions to Trinidad community. Your financial advice is invaluable!
- MAM AreJun 23, 20201.0Had 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.
- BWBernie WhalenMar 12, 20205.0Andrew 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.
How can I contact Edward Jones - Financial Advisor: Lori M Hoffman?
You can call them at +1 719-846-6301 or email lori.hoffman@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lori M Hoffman located?
The office is located at 134 West Main Street, Suite 31, Trinidad, CO 81082, United States.
Can I schedule an appointment online with Lori M Hoffman at Edward Jones?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lori-hoffman/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Lori M Hoffman?
They provide services in English.
Are there any useful apps to access Edward Jones services on mobile devices?
Yes, there is an Android app available at the Google Play Store and an iOS app available on the Apple App Store for convenient mobile access.
What nearby places can I visit when I'm at Edward Jones in Trinidad?
Nearby you can visit the Trinidad Community Foundation for community services, Studio Joy Salon for beauty needs, or the Mission At the Bell Restaurant for a Tex-Mex meal after your appointment.
Is there convenient access to health services near Edward Jones - Financial Advisor: Lori M Hoffman?
Yes, Tieszen Chiropractic and Main Street Dental are nearby for chiropractic and dental services, respectively, which could be useful if you are in the area for a visit.
Are there any entertainment or dining options near Edward Jones in Trinidad?
Yes, options nearby include Main Street LIVE theatre for entertainment and Bella Luna Pizzeria or Mantelli's Bar for dining and drinks.