by June Portnoy
With more than 10,000 offices in all 50 states, Edward Jones Investments, established in 1922, has more branch offices than any other brokerage firm in the country. Now Washington Crossing has its own branch office located right in the heart of the community.
Edward Jones strives to identify previously underserved markets and then opens a branch in that location to meet the needs of individual investors and businesses in the area. The Washington Crossing branch opened this past October and is accomplishing just that.
The personal approach to investing is key to the firm’s success. Edward Jones staffs each community office with one financial advisor who clients know and trust to provide personal service and a branch office administrator who provides top-notch client service.
“My vision is to serve as a trusted financial advisor to the Washington Crossing and Upper Makefield communities by providing quality investment opportunities to committed, long-term investors,” says Lori Hoppmann, financial advisor of the Washington Crossing branch located at 1099 General Knox Road.
The Edward Jones philosophy is that service is of utmost importance.
“I offer one-on-one personal interaction with all of my clients,” says Lori.
According to Lori, her clients genuinely appreciate the time she spends getting to know them and understand their personal situations as well as their short- and long-term financial concerns and goals.
“I take a holistic approach, wanting to know as much as possible about my clients,” says Lori. “This in-depth information helps me to customize investment strategies that best meet their objectives.”
