Tristan Joy, Financial Advisor located in Upper Sandusky, OH

Financial Advisor
Tristan S Joy

CFP®, CRPC™
250 Highland Pkwy Suite E, Upper Sandusky, OH 43351opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • New Investors
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Angela Wigle
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(419) 835-1011

Fax

(844) 649-2890

Office Address

250 Highland Pkwy Suite E
Upper Sandusky, OH 43351opens in a new window

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