Edward Jones - Financial Advisor: Patrick Caufield

Edward Jones - Financial Advisor: Patrick Caufield I’ve always believed that financial advice is about more than numbers—it’s about helping people through important moments in their lives.

Over the years, I’ve had the opportunity to work with individuals and families facing a wide range of life transitions. Those experiences have shaped how I approach my role today: by listening first, taking the time to understand what matters most, and helping people make sense of their situation in a way that feels manageable and clear. A big part of what I’ve learned—both professionally and pers

onally—is the importance of truly listening. I’ve often joked that having two ears and one mouth is a reminder to use them in that proportion, but it’s something I take seriously in every conversation. Outside of the office, I enjoy spending time with my wife and our three daughters. They’ve taught me patience, perspective and the value of being present—lessons that carry over into the way I work with clients. Beth brings that same perspective and care to her work. She enjoys spending time with her husband, their pets, and taking cruises.

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
05/27/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4vhCWPu

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/3RzfnD2

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
05/21/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
05/19/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4nCqLd9

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
05/15/2026

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

We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
05/13/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/42sHPIZ

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a m...
05/10/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
05/08/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
05/06/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4uz8f7T

Address

2160 Penfield Road Suite 8
Penfield, NY
14526

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15853774668

Alerts

Be the first to know and let us send you an email when Edward Jones - Financial Advisor: Patrick Caufield posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones - Financial Advisor: Patrick Caufield:

Share