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Jose Ontiveros, Financial Advisor

FINANCIAL ADVISOR
Jose A Ontiveros

CEPA®
2726 S 11th Street, Niles, MI 49120opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Jose

As a financial advisor, I enjoy developing long-term relationships centered around people and purpose. Building wealth, living generously and leaving a legacy are foundational in our practice.

Growing up in a small town here in Southwest Michigan, I understand what it means to work hard earning a buck, but we didn't talk about it much in my house. As I grew, I watched and learned from families in my community, and what seemed like a bad time for some was a great time for others. I made a mental note and pursued my education and goal to be in management....

Work History

  • Edward JonesFebruary 2022 to Current
  • United Federal Credit UnionMay 2019 to February 2022

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Bethel College of IndianaMasters

Personal Interests

  • Active Lifestyle
  • Coaching Sports

Send Me a Message

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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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(269) 684-7398

Fax

(877) 297-0040

Office Address

2726 S 11th Street
Niles, MI 49120opens in a new window

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