Financial Services Charleston SC

Edward Jones - Jacqui Ortmeier





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Overview

I believe it's important to invest my time to understand what is important to you before you invest your money.  It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Locations

Edward Jones - Jacqui Ortmeier

2000 Sam Rittenberg Blvd , Suite 128
Charleston, SC 29407
800-955-8510

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- Whether you're planning for retirement, saving for college for grandchildren, planning your estate, or just trying to protecet the financial future of the ones you care for the most, we work together to develop personalized strategies to help you achieve your goals. 

- We also monitor your progress to help make sure you stay on track on determine if any adjustments need to be made. 

- Throughout it all, we're dedicated to providing you exceptional client service and care that you deserve. 

- Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.  We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. 

-Relationships are key, and in my view, meeting face to face builds strong relationships.  I meet when it's convenient for my clients because I recognize the challenging needs of their businesses and their lives.

My financial services career began after graduating from Fordham University in New York in 2005.  I worked on Wall Street for a Fortune 100 company serving large institutional banks and hedge funds.  I then transitioned into education as a special education teacher for seven years in Title I schools, earning a master's degree in 2011.  In 2016, I combined my love for finance and teaching and began my career with Edward Jones as a financial advisor in Charleston, SC.

  • Retirement Income Strategies
  • Retirement Saving Strategies 
  • Estate and Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Pre-retirees and Retirees
  • Entrepreneurs & Business Owners

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