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, WI. I have been married to my wife, Jessica, for over 17 years. We have a farm of seven children, many chickens, two dogs (Roxy and Guinness) and whatever neighbor kids are showing up each day! In whatever time we have left over, we enjoy exploring our national parks, learning about sustainability through creating a micro homestead and volunteering with 4-H, local youth groups and our children's schools to help support our hard-working teachers.
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.
- Retirement Income Strategies
- Wealth Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
Phone NumberRichard E Topf at (262) 877-3915
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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