Edward Jones - Financial Advisor: Rob Fortman II

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Rob Fortman II is a financial advisor based in Dayton, Ohio, with Edward Jones. He provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Rob 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 effectively.

Reviews

Location

Business Information