Business of the Month
Patrick Caufield, Financial AdvisorParkside Commons2160 Penfield RoadPenfield, NY 14526
The mission of Edward Jones is to help individual investors achieve their serious, long-term financial goals while understanding their needs and implementing tailored solutions.
Though the Edward Jones office at Parkside Commons has been open for 15 years, Patrick Caufield only recently took over the office in April 2017. Because the office is staffed entirely by Pat and his Branch Office Administrator, Paula Hollinger, he feels that customers can get the utmost individual and personal attention from this full service investment firm. "Paula does a great deal of research and keeps everything together," Caufield says, and it is this individual and personal attention that he feels makes his branch unique.
Pat states that he had a choice of where to open his office and he chose Penfield specifically because of the closeness of the community. "Penfield is warm and intimate-- people are involved in their community here and I wanted to be a part of that." Pat goes on to say that he has a growing practice and hopes to be able to help many Penfield residents, "The focus of my business is this community."
According to Forbes magazine, Edward Jones is considered the #5 place to work in the US and is ranked #1 in New York State.
Pat Caufield is also a member of the Penfield Business Chamber Board of Directors and coordinates the Welcome Brigade Bag program, which welcomes new residents and businesses to the Penfield community.
- The PBC
- Member Center