Boda Financial Group
Comprehensive Wealth Management
Jerry Boda, Certified Financial Planner™
When you become one of our clients, you're forming a partnership with a Certified Financial Planner™ professional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner™ professional who is always close at hand to offer guidance and advice based on his experience in the field. Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust. Our business model which is built upon a values based philosophy & uncompromised ethical standards has been servicing clients for approximately 37 years. We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service. We employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances.
In order to facilitate this attitude, Jerry has affiliated with one of the largest independent broker-dealer networks as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.