Edward Hopkins and Associates - Madison, Connecticut

Edward Hopkins and Associates is a highly reputable financial consultancy firm, located at 36 Devonshire Ln, Madison, CT 06443, United States. The firm can be reached via phone at 203-258-1474 and through their website at charteroakfinancial.com.

Specialties

The firm specializes in providing financial consultancy services to its clients.

Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

The company has an impressive 16 reviews on Google My Business, with an average rating of 4.9/5. Clients have praised Edward Hopkins for his availability, patience, and expertise. Many have credited him with helping them secure comfortable retirements and maximize their financial returns.

👍 Reviews of Edward Hopkins and Associates

Bob K.

5/5

Ed Hopkins is the man! Ed has been my family's financial advisor for almost 30 years. He is always available to answer any questions and takes the time to call and keep us updated. Most importantly, with Ed's guidance, my wife and I have been able to retire comfortably. I highly recommend Ed Hopkins for anyone who wants to maximize the return on their money.

Florence M.

5/5

Ed has been the Financial Planner for my husband and I for over 30 years. Ed has a passion and knowledge for financial planning and wealth management. He has a knack of getting to know his clients well , takes their goals for retirement seriously and then develops a financial plan to be sure they meet their goals. His analytical ability is amazing! The interest of his client is a major priority . We are fortunate the day we met Ed. He has worked with us thru all aspects of life and has made our retirement meet all the goals and more that we dreamt of !
Joe and Flo Mut

Kris C.

5/5

If you have a family and own a business Ed is someone you must speak with. After working with Ed for just a short time we are already much more confident in our financial future. We look forward to having Ed as part of our team for many years to come!

Jaxon T.

4/5

Ed is a natural at Financial Planning and uses a very personalized approach in assisting the customer in achieving their financial goals. He is always on top of the latest market trends and is family oriented. He makes me and my wife feel valued and excited to work with him. I highly recommend his services.

Scott W.

5/5

Ed has done a great job with my investments and advice for retirement and goals. I always enjoy the time when we chat or meet, as I learn a lot and get a few laughs in as well. Would definitely recommend Ed for reliable and wise advice on retirement and insurance

Laurie C.

5/5

Ed Hopkins has been my financial advisor for over a decade. He provides informed options and he has invested wisely for me over the years. He is very professional, trustworthy and smart, and he has always delivered sound advice. I highly recommend Ed Hopkins

Vicki M.

5/5

Ed is a wonderful financial "guide". His expertise and unlimited patience has helped me to be confident. I put my trust and finances in his very capable hands.

Ron K.

5/5

Over the last 20 plus years Ed has managed are finances very effectively. Over these 20 years are lifestyle has changed and he has adjusted our savings accordingly. We have the utmost respect for Ed.