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Edward Jones - Financial Advisor: Kerry M Garcia, CFP®|AAMS®

Financial consultant

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Services Offered

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

About

Kerry M Garcia is a Certified Financial Planner (CFP®) and financial advisor based in Knoxville, Iowa. He provides personalized financial planning and investment guidance to clients in the local area. Kerry specializes in retirement planning, education savings strategies, and tax-smart investing. He believes in the importance of face-to-face conversations to understand clients' financial goals and help them achieve long-term financial success.

Reviews

Location

108 N 2nd St, Knoxville, Iowa
Map showing location in Knoxville, Iowa
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Contact This Advisor

Business Information

Address

108 N 2nd St
Knoxville, Iowa 50138

Phone

+1641-934-3221

Website

https://www.edwardjones.com/us-en/financial-advisor/kerry-garcia

Business Hours

Contact for business hours