“5 stars are not enough! Terry Hoppmann has been my financial advisor for about 11 years. He has gone above and beyond my wildest expectations. He is truly a financial wizard! He has provided me guidance not only in regard to my finances and investments that allowed me to retire at age 62, but also in establishing a trust, long term care policy, life insurance, tax savings and a 529 college fund for my grandson. In addition, he met with my grandson (high school age at the time) and provided guidance on career choices and college prospects. That meeting ultimately resulted in a nearly full ride college scholarship! As if that wasn't enough, he reviewed my mother's financial investments that were not being managed properly by a different financial institution. Since transferring her accounts to Edward Jones, Terry has done a phenomenal job refurbishing her investments. Her accounts continue to grow even with a large monthly expenditure for her expensive memory care facility. Both of my sisters are now clients of Terry and we are all more than satisfied with him and his great staff. I don't lose sleep about my finances, that is Terry's job and he does it more than well. Thanks Terry and staff for all you do.“
Financial Consultants
Financial Consultants
“5 stars are not enough! Terry Hoppmann has been my financial advisor for about 11 years. He has gone above and beyond my wildest expectations. He is truly a financial wizard! He has provided me guidance not only in regard to my finances and investments that allowed me to retire at age 62, but also in establishing a trust, long term care policy, life insurance, tax savings and a 529 college fund for my grandson. In addition, he met with my grandson (high school age at the time) and provided guidance on career choices and college prospects. That meeting ultimately resulted in a nearly full ride college scholarship! As if that wasn't enough, he reviewed my mother's financial investments that were not being managed properly by a different financial institution. Since transferring her accounts to Edward Jones, Terry has done a phenomenal job refurbishing her investments. Her accounts continue to grow even with a large monthly expenditure for her expensive memory care facility. Both of my sisters are now clients of Terry and we are all more than satisfied with him and his great staff. I don't lose sleep about my finances, that is Terry's job and he does it more than well. Thanks Terry and staff for all you do.“