Edward Jones - Financial Advisor: Brad Ortega

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Brad Ortega is a financial advisor based in Lakewood, Washington, affiliated with Edward Jones. He provides a range of financial services including retirement planning, education savings strategies, and investment management. Brad emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys and make informed investment decisions.

Reviews

Location

Business Information