Business Details
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: Joseph Ortiz
3650 Forest Hill Blvd, Palm Springs, FL
33406, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Joseph Ortiz
Who is the financial advisor at Edward Jones located at 3650 Forest Hill Blvd Suite 1, Palm Springs, FL?
Joseph Ortiz is the financial advisor at Edward Jones located at 3650 Forest Hill Blvd, Suite 1, Palm Springs, FL 33406.
What types of financial services does Joseph Ortiz at Edward Jones offer?
Joseph Ortiz offers financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Edward Jones - Financial Advisor Joseph Ortiz provide?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Joseph Ortiz at Edward Jones?
You can schedule an appointment through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/joseph-ortiz2/contact/.
What languages are spoken by the financial advisors at Edward Jones - Joseph Ortiz?
English is spoken at this Edward Jones location with Joseph Ortiz as financial advisor.
What is the contact phone number for Edward Jones - Financial Advisor Joseph Ortiz?
The main phone number is +1 561-965-0011.
Where can I learn more about IRAs related to Joseph Ortiz's financial services?
You can learn more about IRAs on the official Edward Jones site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What nearby financial services are located close to Edward Jones - Financial Advisor Joseph Ortiz?
Nearby financial services include Dan Cavin State Farm Insurance Agent and other financial advising offices, making it easier for customers seeking diverse financial support options.
Are there healthcare facilities near the Edward Jones office that customers might visit before or after their financial advising appointment?
Yes, nearby healthcare facilities include Premier Eye Center, Spine Health Center, Doctor's Choice Medical Center, and Massage Asia, providing comprehensive health services close to your financial advisor.
How can nearby businesses like Dan Cavin State Farm Insurance Agent complement the services at Edward Jones - Financial Advisor Joseph Ortiz?
Dan Cavin State Farm Insurance Agent offers insurance services nearby, which can complement your investment and retirement planning done with Edward Jones, providing a comprehensive financial and insurance strategy.