Edward Jones - Financial Advisor: Jerry W Koontz Jr, CFP®|AAMS®

Services Offered

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

About

Jerry W Koontz Jr is a Certified Financial Planner (CFP®) and financial advisor based in Warsaw, Indiana. He specializes in retirement planning, education savings strategies, and tax-smart investing. As part of Edward Jones, Jerry emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He provides personalized financial guidance to individuals and families looking to build wealth and prepare for future financial milestones.

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