Joseph Ortiz, Financial Advisor located in Tempe, AZ

Financial Advisor
Joseph B Ortiz

8950 S 52nd St Suite 209, Tempe, AZ 85284opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies

Personal Interests

  • Spending Time with Family
  • Traveling
  • Running
  • Cooking
  • Golfing

Team Members

  • Karen Woldahl
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(480) 753-7664

Fax

(888) 231-9051

Office Address

8950 S 52nd St Suite 209
Tempe, AZ 85284opens in a new window

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