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Richard E Topf
Financial Advisor
Edward Jones - Twin Lakes,WI
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
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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
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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.
