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Richard E Topf - Financial Advisor in Twin Lakes, WI

Richard E Topf

Financial Advisor

5.0
(1)
I joined Edward Jones in 2008, moving from being an Edward Jones client to an Edward Jones financial advisor and opening up the first branch in Twin Lakes, Wisconsin. I have been married to my wife, Jessica, for over 20 years. We have a far...... Show More
Location & Business Hours
Business Hours
Wed
7:30 AM to 4 PM
Thu
7:30 AM to 4 PM
Fri
7:30 AM to 4 PM
Overall Ratings
5.0
(1)
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Reviews from Web
  • 5.0
    google
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    NIki M
    Posted on May 13th, 2021 12:00 AM
    Richard E Topf has received a review with 5 star rating from NIki Morton
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    About
    I joined Edward Jones in 2008, moving from being an Edward Jones client to an Edward Jones financial advisor and opening up the first branch in Twin Lakes, Wisconsin. I have been married to my wife, Jessica, for over 20 years. We have a farm of seven children, many chickens, cats (Seraphina and Dobby) and whatever neighbor kids are showing up each day! In whatever time we have left over, we enjoy volunteering with local youth groups and our children's schools to help support our hard-working teachers, exploring our national parks and learning about sustainability through creating a micro homestead.As a team, we work together with you, while also collaborating with your CPA and lawyer, to develop your personal financial strategy. We are straight forward in creating a long-term, diversified financial strategy to help create a greater sense of financial security.We are a knowledgeable, professional and approachable team. We use an established process through every aspect of our business to continue to work alongside our clients to help them achieve their long-term financial goals.We believe in partnering with our clients through all the changes life has to offer. we are always willing to adapt to our client's personal needs... Everything from meeting after regular business hours or meeting on a weekend and even having children in our meetings. We also enjoy helping children/grandchildren start young in their financial education, setting up a specific appointment for the parents to bring them in and learn about the journey of investing and utilizing those investments as a tool to help reach their goals. I look forward to meeting with you and learning more about you and your story, and working together to help achieve your personal purpose.
    Specialities
    Retirement Income Strategies
    Wealth Strategies
    Socially Conscious Investing
    Estate & Legacy Strategies
    Intergenerational Planning
    Retirement Savings Strategies
    sustainable investing
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Richard E Topf
    What organization is Richard E Topf associated with?
    Richard E Topf is associated with Edward Jones.
    What is Richard E Topf’s work email address?
    Richard E Topf’s professional email address is r**********f@e**********.com. You can also email Richard E Topf by clicking on the contact Richard E Topf.
    Where is Richard E Topf based out of?
    Richard E Topf’s primary location is Twin Lakes, WI.
    What is Richard E Topf's phone number?
    Richard E Topf's phone number is (262) 877-3915
    What is Richard E Topf's title??
    Richard E Topf is a Financial Advisor.