Edward Jones - Financial Advisor: Terry Hoppmann has received outstanding reviews for his exceptional service and expertise. Clients praise Terry for going above and beyond in managing their finances, guiding them through investments, retirement planning, and establishing trusts. He has helped individuals retire early and secure college scholarships for their children. His deep understanding of the markets and the economy makes him a trusted advisor. Terry and his team are known for their quick responses and personalized plans, instilling confidence in clients and their families about their financial futures. Many clients feel relieved knowing their finances are in capable hands, and they highly recommend Terry and his staff for their dedication and knowledge.
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...read full review
Every time I speak with Terry, I'm more and more impressed with his knowledge. This guy really understands what's going on with the markets and the economy. A true expert at what he does. I highly recommend!
Terry and his team have always responded quickly to anything we have needed. He is extremely knowledgeable and a great teacher for us and our young adult children. He worked with us on a customized plan that gives us confidence for the future. Highly recommend Terry and his entire team!