Edward Jones - Financial Advisor: Michael A Ortiz, CFP®

5.0
3 reviews
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Business Details

11440 W Bernardo Ct, San Diego, CA
92127, United States
(858) 521-8496
https://www.edwardjones.com/us-en/financial-advisor/michael-ortiz
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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: Michael A Ortiz, CFP®
11440 W Bernardo Ct, San Diego, CA
92127, United States

Hours

Reviews

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  • JS
    Joao da Silva
    Feb 13, 2018
    5.0
    Extremely professional and helpful.
  • EA
    Elisa Johnston (Average Advocate)
    Jun 17, 2017
    5.0
    We went to a free Financial Peace class with Michael and it was SO helpful, bringing communication between my husband and I and getting us to really rework how we handle our money again. Michael barely even talked about--no selling or pushing-- that he was a financial advisor. My husband doesn't trust very easily, but it was apparent Michael knows a lot, and is so easy going, friendly, and expertise that he made an appointment. I rarely see my husband ever give raving reviews, but that has been the case with working with Michael. Michael has giving us great advice, isn't pushy, doesn't tell us what to do, and is willing to help with what we need when we ask. Overall, it has been a huge stress reducer for us. In fact, we didn't even realize how much of a stress all things money were until we started using his financial services. My husband keeps saying he would have done this years ago if he knew how much of a help it would be... We transfered accounts to Edward Jones, created ones we've needed to (but we're so much work to figure out so we've put it off forever). And we still pay the same fee percentage we did with Fidelity (we don't pay Michael, Michael is a service through Edwards Jones). I just can't recommend Michael enough. He obviously does this to serve people, and he really does such a great job. It has been so freeing for us. Michael would never say this (and probably can't or something per rules of his company) so I will on his behalf--make an appointment! It will be transformational!
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Frequently Asked Questions About Edward Jones - Financial Advisor: Michael A Ortiz, CFP®

What investment services does Edward Jones - Financial Advisor: Michael A Ortiz, CFP® offer?

Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

Where is Edward Jones - Financial Advisor: Michael A Ortiz, CFP® located?

The office is located at 11440 W Bernardo Ct, Suite 272, San Diego, CA 92127, USA.