(614) 802-3200
Hi, I'm Jerry Tsai, a partner at Pfister Financial Services.
We know that starting a financial relationship is a big decision.
We’re not here to pitch. We’re here to listen, understand, and offer honest guidance. That’s why this first step is simple, personal, and all about you.
On this free 30-minute web meeting with me, we’ll:
Learn what you’re working toward and what’s most important to you.
Answer any questions you have about our firm, philosophy, or services.
Help you understand what working with us might look like.
Explore if we’re the right fit to support your next chapter.
There’s no cost, no obligation, and no pressure. Just a thoughtful conversation focused on your goals.
We work with clients in all 50 states and would be honored to speak with you.
I look forward to meeting you!
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.