Edward Jones - Financial Advisor: Brian Wortinger

5.0
2 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Brian Wortinger
16055 Old Forest Pt, Monument, CO
80132, United States

Reviews

5.0
2 reviews
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  • MH
    Morgan Hildebrand
    Dec 31, 2025
    5.0
    Brian Wortinger at Edward Jones is an exceptional financial advisor. He truly takes the time to help you understand the process, breaking down financial terms in a way that is practical, clear, and actually applicable to your real life and goals. His guidance never feels like a one size fits all system answer. Instead, he meets you where you are and helps you make informed decisions that align with your lifestyle and values. Beyond his expertise, Brian is genuinely compassionate and kind. You can tell he truly cares about the people he works with, which makes a big difference when navigating important financial decisions. I highly recommend him.
  • DL
    Dr. Galya Loewenstein
    Dec 12, 2025
    5.0
    If there were 10 stars, I would give them all to Brian! He is both professional and personable, and incredibly knowledgable on all things financial. Even more, you can feel his genuine desire to help, and unmatched attention to detail. From the moment you walk in and see a personalized note on the desk welcoming you, to the detailed plan of action he curates for your specific financial goals- Brian ensure you feel safe, seen, and supported. If you are looking for a financial advisor with morals, who is both hard working and has a sincere desire to help you achieve success through financial growth- look no further!