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: David Ortega
11588 W Fairview Ave, Boise, ID
83713, United States
Hours
Reviews
5.0
2 reviews
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2
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1 star0
- ZWZech WheatonOct 27, 20225.0Just started investing a couple of months ago and was looking to get some questions answered on how to start. David answered every question, after hanging up the phone I became more knowledge about how to go about my growing my retirement fund. Thanks David will definitely be calling again!
- JCJustin ChaseSep 14, 20205.0Transferred from our Oregon EJ advisor who I have been with for almost 20 years, and David has been just as great to work with as my old advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: David Ortega
What investment services does Edward Jones - Financial Advisor: David Ortega 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: David Ortega located?
The office is located at 11588 W Fairview Ave, Ste 210, Boise, ID 83713, US.
What are the office hours for Edward Jones - Financial Advisor: David Ortega?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 3:30 PM; it is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David Ortega?
You can reach them by phone at +1 208-784-7907 or by email at david.ortega@edwardjones.com.
Is there an online appointment booking option for Edward Jones - Financial Advisor: David Ortega?
Yes, you can make reservations or contact the advisor through their online form at https://www.edwardjones.com/us-en/financial-advisor/david-ortega/contact/.
What languages are supported at Edward Jones - Financial Advisor: David Ortega?
Services are available in English.
Are there any fitness centers near Edward Jones - Financial Advisor: David Ortega?
Yes, the Idaho Fitness Factory, a gym and sports venue, is nearby and might be a convenient place for clients to visit to stay active before or after meetings.
What beauty and wellness options are available near Edward Jones - Financial Advisor: David Ortega?
Nearby you can find several beauty and wellness establishments such as Hair By Brooke, Breathe Wellness Spa, and Stylin Ten Nails to relax or prepare for appointments.
Are there any automotive services close to Edward Jones - Financial Advisor: David Ortega for car care needs?
Yes, CW Collision Repair and Blazek Diagnostic & Automotive Repair Inc. are nearby for automotive repair needs, which can be useful if you need service before or after visiting the advisor.
How does Edward Jones - Financial Advisor: David Ortega support clients in planning for retirement?
They offer personalized retirement planning services and provide tools such as a retirement savings calculator available online to help clients prepare effectively.