Seth M Boortz

My passion starts with discovering your passion in life. As we identify your life's most important to-do lists, we can start to personalize your own financial strategy. Our mission is to partner with clients who have complex and evolving financial lives, to help them organize, build and one day transfer their wealth to those they love.

I chose Edward Jones for three reasons:
-We are privately-owned partnership, which best positions me to put your needs first.
-We have thousands of people and advanced technology that support our office, so we can give you advice with the service and feel of a local office.
-We...