Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-smart investing

About

Terry Kotsatos is a Certified Financial Planner (CFP®) and financial advisor based in Albany, California. He provides personalized financial planning and investment guidance to clients in the local area. Terry specializes in retirement planning, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face consultations to ensure that clients' financial goals are clearly understood and addressed.

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