Jason Ortiz - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Jason Ortiz provides comprehensive financial advice in Greensboro, NC and holds CFP®, AAMS® and ADPA® designations.
Best for
- People seeking personalized financial advice
- Clients planning toward broader financial goals
- Individuals seeking investment and retirement planning guidance
Specialties
- comprehensive financial planning
- investment planning
- retirement planning
Certifications
- CFP®
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
- Ameriprise Platinum Financial Services® Advisor
What makes them different
- Holds CFP®, AAMS® and ADPA® designations
- Identified as an Ameriprise Platinum Financial Services® Advisor
- Provides comprehensive advice focused on clients' broader financial goals
- Offers access to Ameriprise digital financial tools, calculators and financial insights
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 7 Maple Leaf Dr, Ste 100, Greensboro, NC 27410
- Phone
- 3362850803
- Website
- https://www.ameripriseadvisors.com/jason.t.ortiz/
Services
- personalized financial advice
- financial goal planning
- asset management