Edward Jones - Financial Advisor: Kim B Hoffman, CFP®|ChFC®|CPWA®|CEPA®|AAMS®

3.7
3 reviews
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Business Details

3305 A Nash Street NW, Wilson, NC
27896, United States
(252) 291-7714
https://www.edwardjones.com/us-en/financial-advisor/kim-hoffman
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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: Kim B Hoffman, CFP®|ChFC®|CPWA®|CEPA®|AAMS®
3305 A Nash Street NW, Wilson, NC
27896, United States

Hours

Reviews

3.7
3 reviews
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1 star
1
  • HN
    Heather Nally
    Mar 19, 2025
    5.0
    This is a great office. Kim Hoffman has won SO MANY AWARDS and recognitions. My family has been investing with Kim and now Hunter for decades. We are always happy with them. They are available quickly to answer questions, consider ideas I have and give advice, and they are quick to move on any request I make. They are also great about somehow keeping up with my “let’s do this in a few months” kinds of things. I couldn’t imagine a more personal and knowledgeable financial company. I don’t trust people easily - especially with money. But I trust Hunter and Kim and all their wonderful staff.
  • RT
    Ron Townley
    Mar 11, 2022
    1.0
    After explaining to the only CFPs office in town that I needed a review of my retirement planning and strategy, they do not seem interested in providing such advice unless you become their "client". I never got in the door. A shame we don't have a company in Wilson that actually consults with people without handing over your portfolio.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Kim B Hoffman, CFP®|ChFC®|CPWA®|CEPA®|AAMS®

What services does Edward Jones - Financial Advisor: Kim B Hoffman offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.

What are the office hours for Edward Jones - Financial Advisor: Kim B Hoffman?

Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, closed on Saturdays and Sundays.