Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Joseph B Ortiz
8950 S 52nd St, Tempe, AZ
85284, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- GBGarvin BrownOct 24, 20215.0A rare five star from me. I am not a client but stopped in to talk conditions and markets to evaluate my actions and came away with suggestions that may turn me into a client. I spoke 30 minutes with Theresa McKibbin and was convinced she is a valuable resource for both swing trading and long term objectives. I found a welcome environment for the serious saver or investor.
- AEAdam EstavilloAug 23, 20185.0friendly, knowledgeable, and trustworthy advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: Joseph B Ortiz
What services does Edward Jones - Financial Advisor: Joseph B Ortiz offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Joseph B Ortiz located?
The office is located at 8950 S 52nd St, Suite 209, Tempe, AZ 85284, United States.
What are the office hours for Edward Jones - Financial Advisor: Joseph B Ortiz?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 2:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Joseph B Ortiz?
You can call +1 480-753-7664 or email joseph.ortiz@edwardjones.com to get in touch.
Is it possible to schedule a consultation online with this financial advisor?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/joseph-ortiz/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Joseph B Ortiz?
English is the language spoken at this office.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on Android and iOS platforms through the Google Play Store and Apple App Store.
Which nearby financial advisors are located close to Edward Jones - Financial Advisor: Joseph B Ortiz?
Nearby you can find Edward Jones - Financial Advisor: Zachary Webb, AAMS and Yolanda Franco, WMCP offering similar financial and investment advisory services.
What nearby accommodations are available if I visit Edward Jones - Financial Advisor: Joseph B Ortiz from out of town?
Drury Inn & Suites Phoenix Tempe and Drury Plaza Hotel Phoenix Tempe are nearby hotels where visitors can stay conveniently close to the office.
Are there any nearby dining options around Edward Jones - Financial Advisor: Joseph B Ortiz?
Bubba's 33, an American restaurant and sports bar, and Filiberto's Mexican Food, a fast-food Mexican restaurant, are nearby dining options.