portrait of Derek W Koffel

About Derek

I genuinely enjoy providing advice and guidance to help ensure that our clients achieve their long-term financial goals. I have been in the financial services industry for 17 years and moved my practice to Edward Jones in 2017. As a private firm, we work for you. My primary focus is to help you organize, build and protect your wealth, with the highest level of service and care.

Whether you're starting a family, changing careers, starting your own business, preparing for retirement or just trying to provide a legacy for the ones you care for the most – we can work...

Focus Areas

  • Healthcare Professionals
  • Teachers and Professors
  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Financial Services Professionals
  • Professional Athletes

Work History

  • Edward JonesDecember 2017 to Current

Education

  • Pennsylvania State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Traveling
  • Skiing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 08:00PM
Wed 08:00AM - 08:00PM
Thu 08:00AM - 08:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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