Edward Jones - Financial Advisor: Kim B Hoffman, CFP®|ChFC®|CPWA®|CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Kim Hoffman is a Certified Financial Planner (CFP®) and financial advisor based in Wilson, North Carolina. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Kim emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice serves individuals and families looking to build long-term wealth and achieve their financial objectives.

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