Lori Hoppmann, Financial Advisor located in Newtown, PA

Financial Advisor
Lori A Hoppmann

CFP®, CPWA®, AAMS®, ADPA®
2134 South Eagle Road, Suite 18e, Newtown, PA 18940opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Sustainable Investing
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • ADPA®

    Accredited Domestic Partnership Advisor™

Personal Interests

  • Social Responsibility
  • Golfing
  • Traveling
  • Cycling
  • Wine Collecting/Enthusiast

Team Members

  • Kimberly Susko
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(215) 493-0172

Fax

(877) 360-6520

Office Address

2134 South Eagle Road
Suite 18e
Newtown, PA 18940opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.