Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Greensboro, NC area, Jason Ortiz will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Jason Ortiz - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Jason Ortiz - Financial Advisor, Ameriprise Financial Services, LLC
What services does Jason Ortiz - Financial Advisor provide?
Jason Ortiz offers estate planning strategies, retirement planning strategies, tax planning strategies, family finances, domestic partner planning, insurance, and cash flow management strategies.
What are the business hours for Jason Ortiz - Financial Advisor during weekdays?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM and on Friday from 8:00 AM to 4:00 PM. It is closed on weekends.
Where is Jason Ortiz - Financial Advisor located?
The office is located at 7 Maple Leaf Dr, Ste 100, Greensboro, NC 27410, United States.
Can I schedule an appointment online with Jason Ortiz?
Yes, online appointment scheduling is available via their contact page at https://www.ameripriseadvisors.com/jason.t.ortiz/contact.
What languages are supported by Jason Ortiz - Financial Advisor?
Services are offered in English.
Is Jason Ortiz affiliated with any professional organizations?
Yes, he is associated with CFP (Certified Financial Planner).
How can I contact Jason Ortiz - Financial Advisor by email or phone?
You can email at jason.t.ortiz@ampf.com or call +1 336-285-0803.
Which nearby real estate agents could be useful if I am planning financial investments related to property?
Nearby real estate agents include Team Perry, The Purgason Group, Jarrod Simpson, Kimberly Buechler, Will & Kat Purgason - Exp Realty, and Scott VanderLinden sells triad homes. They can assist with property investments and complement your financial planning.
Are there any nearby insurance agencies that clients might consider alongside financial advising?
Yes, clients might find Keith Robinson: Allstate Insurance, Aflac, We Insure Expert Solutions, and Gaiser Financial Group nearby, which offer various insurance services.
What nearby health and counseling services are available that clients might visit for holistic financial and personal wellness?
Nearby are Greensboro Counseling Partners, PLLC, Celeste Nettles, LCMHC, and Apogee Behavioral Medicine, all providing counseling and health services, which can complement financial planning by supporting overall wellness.