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David Ortiz
- Whittier, CA
About this business
We are an outcome based company. In other words, we do not focus on the journey, rather the destination first. Our process begins with the initial meeting, where we ask, what exactly do you want out of your retirement? Our goal is to figure out exactly what you want and need to get the retirement you always wanted, and then figure out how your assets can make that vision a reality. Once we have assessed your capital and assets, we search for every investment solution there is to fit your retirement goals the way you want. We... read more
Location details
13006 Philadelphia St Suite 311, Ste 311, Whittier, CA, 90601, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | Closed | |
| Tue | Closed | |
| Wed | Closed | |
| Thu | Closed | |
| Fri | 8:00 a.m. to 8:00 a.m. | |
| Sat | Closed | |
| Sun | Closed |
One star is actually me showing mercy. My father, a retiree from Kaiser Permanente who served faithfully the sick, grieving families and ministered endlessly trusted David Ortiz as a Financial Advisor only to be very disappointed at the end. This is not to tarnish his name but to make other seniors aware of what unfortunately happened to my father. My hope is that you don't fall prey to the same advisor that was trusted by my father. The company went bankrupt and the money that was invested from my dads retirement was lo... read more
Frequently asked questions about David Ortiz
How is David Ortiz rated?
David Ortiz has a 2.6 star rating with 5 reviews.
When is David Ortiz open?
David Ortiz is closed now. It will open on Friday at 8:00 a.m.
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