Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Aurelio Ortiz
204 S Wellington, Marshall, TX
75670, United States
Reviews
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- MBMallory BornAug 7, 20235.0Aurelio was very knowledgeable and explained the process of planning for our retirement. We had a lot of questions and he was willing and able to answer them all
- RSRyan SwanerDec 9, 20225.0Courteous and professional. It's been a pleasure working with Aurelio.
Frequently Asked Questions About Edward Jones - Financial Advisor: Aurelio Ortiz
Who is the financial advisor at Edward Jones located at 204 S Wellington, Marshall, TX?
The financial advisor at Edward Jones located at 204 S Wellington, Ste D, Marshall, TX is Aurelio Ortiz.
What financial services does Edward Jones - Financial Advisor: Aurelio Ortiz offer?
Edward Jones - Financial Advisor: Aurelio Ortiz offers financial advising, investment management, investment funds, and stock broker services.
What are some specialties of Edward Jones - Financial Advisor: Aurelio Ortiz?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Aurelio Ortiz at Edward Jones?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/aurelio-ortiz/contact/
What languages are spoken at Edward Jones - Financial Advisor: Aurelio Ortiz?
English is the primary language spoken at Edward Jones - Financial Advisor: Aurelio Ortiz.
How can I contact Edward Jones - Financial Advisor: Aurelio Ortiz?
You can contact Aurelio Ortiz at Edward Jones by calling the main phone number +1 903-462-6263 or the alternate phone +1 903-938-4878, or by emailing aurelio.ortiz@edwardjones.com.
Are there other Edward Jones advisors near the Edward Jones office of Aurelio Ortiz?
Yes, nearby Edward Jones financial advisors include Molly M Hollis, Bob Smith, and Travis E Keeney.
What nearby government offices could I visit near Edward Jones in Marshall, TX?
Near Edward Jones, you can find Harrison County Offices, Harrison County Annex, United States District Court - Eastern District of Texas, Harrison County Court at Law, and the New Harrison County Courthouse.
Are there recreational or wellness centers near Edward Jones in Marshall, TX?
Yes, nearby recreational and wellness centers include Marshall Karate, Core Yoga and Fitness, and My Happy Place spa and beauty salon.
What nearby attractions can I visit around Edward Jones in Marshall, TX before or after my appointment?
You can visit the Harrison County Historical Museum for local history and Rueggenbach Brewing Co for food and drinks near Edward Jones.