During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We understand the importance in providing flawless Atlanta, GA Financial-Services. That is why Mortenson Capital Management Inc. is the most trusted company in our field. We take pride in retaining loyal customers.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Closing soon
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Jose A. Cortes works with his client's to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most. Areas of Expertise Include: * Financial Planning * Business Continuation Planning * Business Succession Planning * Business Valuation Planning * Executive Compensation Strategy * Group Benefits * Employee Sponsored Qualified Savings Plans * Tax planning * Retirement Planning * Education Planning * Risk Management Planning: Specializing in Life, Income Protection, and Long Term Care Planning
