Edward Jones-Financial Advisor: Derek Koffel

Edward Jones-Financial Advisor: Derek Koffel Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Nicole and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/derek-koffel for more information.
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Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
05/21/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

A great evening at Discover Haverford’s Sip & Savor Soiree celebrating growth & partnership in our community!!A huge tha...
05/13/2026

A great evening at Discover Haverford’s Sip & Savor Soiree celebrating growth & partnership in our community!!

A huge thanks for all of the amazing support for our township and local businesses!

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, ...
04/14/2026

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

We’re lighting it up blue all month long for Autism Awareness month!!
04/07/2026

We’re lighting it up blue all month long for Autism Awareness month!!

May the spirit of Easter bring you renewed happiness, joy and love.
04/05/2026

May the spirit of Easter bring you renewed happiness, joy and love.

We had a great time at our March Madness watch party!! Thanks to everyone who was able to join us!
03/28/2026

We had a great time at our March Madness watch party!! Thanks to everyone who was able to join us!

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
03/21/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Join us for a fun afternoon!!March Madness Watch PartyThursday, March 19, 20263 p.m. - 6 p.m.JD McGillicuddy's33 Brookli...
03/09/2026

Join us for a fun afternoon!!

March Madness Watch Party
Thursday, March 19, 2026
3 p.m. - 6 p.m.
JD McGillicuddy's
33 Brookline Blvd
Havertown, PA 19083

Food & drinks will be provided. Feel free to bring a friend.

Please RSVP by March 18 to 610-328-1129, [email protected]

We hope to see you there!

At Edward Jones, legacy is the history you make. On 2/21, two storied rivals hit the court in D.C. for the Edward Jones ...
02/20/2026

At Edward Jones, legacy is the history you make. On 2/21, two storied rivals hit the court in D.C. for the Edward Jones Capital Showcase basketball game. The crowd will be loud, but the stakes? Even louder. Bring your game-day spirit and cheer along with us!

Did you know that starting your retirement planning early can make a significant difference to your financial future? Wh...
02/17/2026

Did you know that starting your retirement planning early can make a significant difference to your financial future? Whether you’re just beginning your career or approaching retirement, a well-structured plan can help you achieve the lifestyle you desire.

Let’s work together to build a custom roadmap for your goals. Message me today to set up a time to discuss your options.

Address

905 W Sproul Road, Suite 107, Springfield Township
De County, PA
19064

Opening Hours

Monday 8am - 5pm
Tuesday 7am - 7pm
Wednesday 8am - 8pm
Thursday 7am - 7pm
Friday 8am - 5pm

Telephone

+16103281129

Website

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