At Edward Jones, we're guided by a set of long standing principals. We serve individual investors, like you. We opt for proven, long-term investing strategies instead of the latest investments fads.
An while we see tremendous value in our web site, we believe it's more important to provide personalized attention and build relationships face to face in our local community based offices.
As a licensed stockbroker and investment advisor representative, I help my clients:
- Increase income
- Decrease tax positions
- Save tax deferred for & help navigate the retirement years
- Assist with specialized goals such as:
- Tax deferred college savings
- Estate & Wealth Planning leveraging insurance products such as:
- Life Ins
- Long Term Care
- Life Insurance Retirement Plan (or sometimes referred as LIRP)
- Irrevocable Life Insurance Trust (or ILIT)
Please read and click below acknowledgement if applicable
The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed.
Steve Hopkins is licensed to sell Insurance Products in the following states:
Pennsylvania, New York, South Carolina, Virginia
Steve Hopkins is registered to sell Securities in the following states:
California, Colorado, Florida, Georgia, Massachusetts, Maryland, Minnesota,
New Jersey, Nevada, New York, Pennsylvania, South Carolina, Texas, Virginia.
Steve is also a Registered Investment Advisor Representative, which allows him
to provide fee-based investment advice and asset management in the above states.
