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Best Financial Advisor: Joseph Ortiz of Edward Jones

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Posted: Friday, January 25, 2013 12:20 am

Joseph Ortiz of Edward Jones

4902 E. Warner Road, Suite 1 • (480) 753-7664 • www.edwardjones.com

Joseph Ortiz has had his own Edward Jones office in Ahwatukee Foothills since September of 2009. In December of 2011 he started a monthly coffee club to reach out to the community and offer basic, time-sensitive investment information.

“What sets me apart is my ability to talk through financial issues and look at them holistically,” Ortiz said. “Which seems like would happen, but rarely does — this truly makes me different. There’s a whole lot more to retirement than money. It’s just their means, but it’s not who they are now or who they will be later. I am more interested in someone’s goals than the size of their account. My hope is that if we work on this together — we’ll accomplish the latter.”

Ortiz has also been involved with the Kyrene School District, Ahwatukee Foothills Family YMCA, Ahwatukee Foothills Chamber of Commerce and has submitted articles to the Ahwatukee Foothills News.

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