portrait of Tristan S Joy
FINANCIAL ADVISOR

Tristan S Joy

CFP®, CRPC™
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Focus Areas

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

Certifications

  • CFP®

    Certified Financial Planner™
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

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

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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

Fax

(844) 649-2890

Branch Team

  • Angela Wigle
    Sr. Branch Office Administrator

Office Address

250 Highland Pkwy Suite E
Upper Sandusky, OH 43351
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