Edward Jones - Financial Advisor: Kimberly N Ortega, CRPC™

Jan 2025

Kimberly was very helpful and professional, since the moment I called her to ask some questions about a retirement rollover. I immediately knew she was a knowledgeable person that I could trust, so I scheduled a meeting. She will help and guide you with your financial needs. I highly recommend her.

Also, Donna the admistrative assistant is so welcoming.

Feb 2022

Kimberly assisted me with a great plan for my savings and retirement. She is very professional and highly knowledgeable. She gained my trust and I will be referring friends and family to her! Her office assistant was also very friendly and followed up with appointment reminders and with a list of things I needed to take into our appointment.