Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®

Services Offered

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

About

Jerry Ponzio is a financial advisor based in Frisco, Texas, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Jerry focuses on helping individuals and families achieve their financial goals through personalized consultations. His practice is dedicated to serving clients who seek to build long-term wealth and navigate significant life events.

Reviews

Location

Business Information