Edward Jones - Financial Advisor: David Ortega

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

David Ortega is a financial advisor based in Boise, Idaho, affiliated with Edward Jones. He provides a range of financial services, including retirement planning, education savings strategies, and investment management. David emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial objectives through personalized guidance.

Reviews

Location

Business Information