Edward Jones - Financial Advisor: Eric R Hotchkiss, CFP®|CEPA® - Wheat Ridge, Colorado

Okay, here’s a detailed overview of Edward Jones Financial Advisor, Eric R Hotchkiss, CFP®|CEPA®, designed to be a helpful and informative resource for potential clients:

Introduction to Eric R Hotchkiss, CFP®|CEPA®

For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones presents Eric R Hotchkiss, CFP®|CEPA®, as a dedicated Financial Advisor. Located in Wheat Ridge, Colorado, Mr. Hotchkiss operates from the firm’s office at 3000 Youngfield St #388, CO 80215. He is committed to building lasting relationships with his clients, built on trust and a deep understanding of their unique financial circumstances and goals. His credentials – Certified Financial Planner™ (CFP®) and Certified Elder Planning Advisor® (CEPA®) – demonstrate a significant investment in professional knowledge and ethical standards within the financial services industry.

Specialties and Services Offered

Mr. Hotchkiss specializes in a broad spectrum of Financial Consultant services, acting as a Finance Broker and offering robust Investment Services, including stock brokerage. His expertise encompasses:

• Retirement Planning: He assists clients in developing strategies for a secure and comfortable retirement, considering factors like income, expenses, and legacy planning.
• Investment Management: Mr. Hotchkiss helps clients build diversified investment portfolios tailored to their risk tolerance and financial objectives.
• Estate Planning: With his CEPA® designation, he provides valuable guidance on estate planning, ensuring assets are protected and distributed according to clients' wishes.
• Financial Planning for Life Transitions: He supports clients through significant life events, such as buying a home, starting a family, or navigating significant changes in income.

Location and Accessibility

The office is conveniently located at 3000 Youngfield St #388, Wheat Ridge, CO 80215. For clients seeking ease of access, the facility features a Wheelchair Accessible Parking Lot and Wheelchair Accessible Restroom. Appointments are highly recommended to ensure dedicated attention and a thorough discussion of individual needs. Restrooms are also available on-site.

Additional Information & Engagement

Edward Jones prides itself on a client-centric approach. The firm offers a secure and comfortable environment for building relationships, and clients often report a notably personal experience. The company currently has one review on Google My Business, reflecting a strong positive sentiment. The average opinion is a remarkable 5/5, suggesting a high level of client satisfaction with the service provided. It's clear that clients appreciate the attentive, educational approach taken by Mr. Hotchkiss and his team – a commitment to truly understanding a client’s aspirations and crafting a tailored path toward achieving them.

Contacting Eric R Hotchkiss

For further information or to schedule an appointment, prospective clients are encouraged to visit the Edward Jones website: edwardjones.com. Alternatively, you can reach Mr. Hotchkiss directly by phone at 323-188-999.

Recommendation: Given the consistently positive feedback and Mr. Hotchkiss’s comprehensive skillset, we strongly recommend exploring the possibilities of partnering with him to achieve your long-term financial goals. Begin your journey towards financial security by visiting his website – edwardjones.com – to schedule a consultation and discuss your unique needs.

👍 Reviews of Edward Jones - Financial Advisor: Eric R Hotchkiss, CFP®|CEPA®

Evan S.

5/5

Eric and his team are amazing at what they do. Their services for financial planning come with a personal experience, education about investing as well as a great plan for getting to retirement. I always enjoy meeting with Eric and his team as I know that they seek to understand my goals and help me plan for the future.