Edward Jones - Financial Advisor: Jerry W Koontz Jr, CFP®|AAMS®
5.03 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jerry W Koontz Jr, CFP®|AAMS®
3624 N State Road 15, Warsaw, IN
46582, United States
Hours
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- KCKevin CarrNov 18, 20205.0This guy will really go to work for you! I am a very conscientious (read high maintenance) case when it comes to investing. However, none of that has seemed to faze Jerry, and in some weird way I think he likes the challenge. I just really appreciate his willingness to sift through various mutual funds and companies in order to find investments that meet my ethical standards. Jerry is very professional but equally personable, in just short a few interactions I could easily tell that he is a genuine man who truly cares about helping people. Say, if you’re sitting on the fence as far as investing and retirement is concerned, I highly recommend you give Jerry a call.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jerry W Koontz Jr, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor Jerry W Koontz Jr offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
Where is Edward Jones - Financial Advisor Jerry W Koontz Jr located?
The office is located at 3624 N State Road 15, Warsaw, IN 46582, United States.
What are the office hours for Edward Jones - Financial Advisor Jerry W Koontz Jr?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor Jerry W Koontz Jr?
You can reach the office by phone at +1 574-267-4093 or email jerry.koontz@edwardjones.com.
Is there an online option to schedule a consultation with Jerry W Koontz Jr?
Yes, you can schedule a consultation via the reservation page at https://www.edwardjones.com/us-en/financial-advisor/jerry-koontz/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on Android and iOS for managing your investments on the go.
Which languages are spoken by Edward Jones - Financial Advisor Jerry W Koontz Jr?
The services are offered primarily in English.
What financial competitors are similar to Edward Jones in the Warsaw area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any car services near Edward Jones - Financial Advisor Jerry W Koontz Jr to handle auto detailing or repairs?
Yes, nearby you can find CarrTech: Smart Autobody Solutions, Key West Car Wash LLC, and Caliber Collision for auto detailing and repair services.
What nearby options are available if I want to dine after my appointment at Edward Jones?
You can visit Texas Roadhouse, an American steakhouse restaurant located near the Edward Jones office.
Are there any fitness centers near Edward Jones - Financial Advisor Jerry W Koontz Jr where I can work out?
Yes, the Warsaw Tennis & Fitness Club is a nearby gym where you can exercise after your visit.