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: Derek W Koffel
905 W Sproul Rd, Springfield, PA
19064, United States
Hours
Reviews
5.0
2 reviews
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- VPVincent ParkerApr 18, 20245.0Derek Koffel and his excellent staff have been there for us every step of the way, educating and securing our future through all life’s twists and turns. We wouldn’t be doing so well without them, and we look forward to our future with their guidance!
- SBSebastian BenedictApr 13, 20235.0Derek is fantastic, he is the most knowledgeable financial advisor I have had the pleasure of dealing with. His office is sparkling and he spends as much time with you as you need to understand the nuances of investing for your future. His advice has always been sound, makes sense, and when dealing with him you truly feel as if you have a professional that really grasps the macro picture of the economy, and advises accordingly. Aside from being our "money guy" and close friend, we would refer him blindly and with glowing recommendations. If you are nearing retirement, changing careers, or need level-headed and informed advice on anything financial, Derek is your guy.
Frequently Asked Questions About Edward Jones - Financial Advisor: Derek W Koffel
What services does Edward Jones - Financial Advisor: Derek W Koffel offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management.
What are the business hours of Edward Jones - Financial Advisor: Derek W Koffel?
The office is open Monday to Friday from 7:00 AM to 7:00 PM and is closed on Sundays and Saturdays except by appointment.
How can I contact Edward Jones - Financial Advisor: Derek W Koffel?
You can reach them by phone at +1 484-539-9116 or +1 610-328-1129 or email at derek.koffel@edwardjones.com.
Where is Edward Jones - Financial Advisor: Derek W Koffel located?
They are located at 905 W Sproul Rd, Suite 107, Springfield, PA 19064, USA.
Does Edward Jones offer online resources or apps for clients?
Yes, Edward Jones offers mobile apps on Android and iOS and online calculators such as their retirement savings calculator.
Are appointments needed on weekends at Edward Jones - Financial Advisor: Derek W Koffel?
Yes, the office is open by appointment only on Saturdays and closed on Sundays.
What nearby places can I visit before or after meeting at Edward Jones in Springfield?
You can visit nearby places such as Cascate Cafe for a meal or coffee, Springfield Shopping Center for shopping, or Edible Arrangements for gifts and desserts.
Are there any nearby financial institutions to Edward Jones?
Yes, Santander Bank and Citadel credit union are located near Edward Jones, which may be convenient for banking needs.
Where can I find healthcare services near Edward Jones?
Nearby healthcare services include Comfort Keepers Home Care, Dice Dental, Children’s Dental Health, and Pain Relief and Wellness Center.
How can I schedule a consultation with Edward Jones - Financial Advisor: Derek W Koffel?
You can schedule a consultation by contacting them directly via phone or email, or use their online contact form available on their Edward Jones website.