Edward Jones - Financial Advisor: Tristan S Joy, CFP®|CRPC™

Services Offered

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

About

Tristan Joy is a Certified Financial Planner (CFP®) and financial advisor based in Upper Sandusky, Ohio. He provides personalized financial planning and investment guidance to clients in the local area. Tristan specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face conversations to ensure that clients' financial goals are clearly understood and addressed.

Reviews

Location

Business Information