portrait of Jerry W Koontz Jr
FINANCIAL ADVISOR

Jerry W Koontz Jr

CFP®, AAMS™
3624 N State Road 15, Warsaw, IN 46582opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Hiking
  • Outdoor Enthusiast
  • Movies & Entertainment

Team Members

  • Krissandra Cesco
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue Closed for Holiday
Wed Closed for Holiday
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(574) 267-4093

Fax

(866) 532-4720

Office Address

3624 N State Road 15
Warsaw, IN 46582opens in a new window

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