Edward Hopkins ChFC CFBS LUTCF CLTC

Financial Advisor at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • ChFC Chartered Financial Consultant
    -

Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Sep 1988 - Present

      I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services

  • Edward J Hopkins & Associates
    • Financial Advisor
      • Jul 1983 - Present

Education

  • Rochester Institute of Technology
    BA in Corporate Finance, Accounting and Finance
    1979 - 1983

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