Joseph Ortiz, Financial Advisor located in Boynton Beach, FL

Financial Advisor
Joseph Ortiz

CEPA®
Aberdeen Square, 4956 Le Chalet Blvd Suite 23, Boynton Beach, FL 33436opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • New Investors
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Automotive Industry

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Wendy Ghamary
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(561) 229-0747

Fax

(877) 631-6111

Office Address

Aberdeen Square
4956 Le Chalet Blvd Suite 23
Boynton Beach, FL 33436opens in a new window

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