Edward Jones - Financial Advisor: Michael A Ortiz

Very thorough, wise, and a heart to always do what is in his client’s best interest. The world needs more Michael Ortiz’s in it.
Sep 13th, 2020

Feb 5th, 2020

Extremely professional and helpful.
Oct 29th, 2017

We went to a free Financial Peace class with Michael and it was SO helpful, bringing communication between my husband and I and getting us to really rework how we handle our money again. Michael barely even talked about--no selling or pushing-- that he was a financial advisor. My husband doesn't trust very easily, but it was apparent Michael knows a lot, and is so easy going, friendly, and expertise that he made an appointment. I rarely see my husband ever give raving reviews, but that has been the case with working with Michael. Michael has giving us great advice, isn't pushy, doesn't tell us what to do, and is willing to help with what we need when we ask. Overall, it has been a huge stress reducer for us. In fact, we didn't even realize how much of a stress all things money were until we started using his financial services. My husband keeps saying he would have done this years ago if he knew how much of a help it would be... We transfered accounts to Edward Jones, created ones we've needed to (but we're so much work to figure out so we've put it off forever). And we still pay the same fee percentage we did with Fidelity (we don't pay Michael, Michael is a service through Edwards Jones). I just can't recommend Michael enough. He obviously does this to serve people, and he really does such a great job. It has been so freeing for us. Michael would never say this (and probably can't or something per rules of his company) so I will on his behalf--make an appointment! It will be transformational!
Aug 25th, 2017