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Associates

Jerry Boda, CFP®

Jennifer "Niki" Boda

Denny  Fanter

Kenneth Evans

About Us
  • FIVE STAR Wealth Manager (see video)
  • Our Firm
  • Our Associates
  • About Jerry Boda, CFP®
  • Noteworthy
  • Wealth Management
  • Company Brochures
  • Certified Divorce Financial Analyst™
  • Photo Gallery
  • Tell A Friend
  • Market Commentary
  • Our Location
Contact Us

3121 Cross Timbers Rd., Suite 1
Flower Mound, TX 75028

Phone: 972.355.4411
Fax: 972.355.2575

jerry@bodafinancial.com

 

 

 Jerry Boda is a Registered Principal offering securities through SagePoint Financial, Inc., (SPF), a registered broker-dealer member FINRA/SIPC. Advisory services offered through Boda Financial Group Inc., a registered investment advisor not affiliated with SPF. This communication is strictly intended for individuals residing in the states of Texas (TX), Arkansas (AK), Arizona (AZ), California (CA), Kansas (KS), Louisiana (LA), Missouri (MO), Oklahoma (OK), Michigan (MI), North Carolina (NC), and Tennessee (TN). No offers may be made or accepted from any resident outside the specific state(s) referenced.

** Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch

Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.