Roland Ortiz's Colleagues at The Athena Financial Group
Diane Young
President and Owner, Financial Planner|Advisor|Wealth Manager|Tax Planning Strategies
Roland Ortiz's Contact Details
HQ
248-453-5252
248-453-5252
Location
Company
The Athena Financial Group
The Athena Financial Group
Roland Ortiz's Company Details
The Athena Financial Group was started in 2004 when Diane Young left the corporate financial planning world in an effort to provide her clients with a higher level of service. She designed the firm to meet the needs of people who desired not only good service, access to quality solutions, but also education.Disclosures: Financial Planning and advisory services offered through Athena Advisory Services, Inc. Tax planning and Preparation are offered Through the Athena Financial Group.Athena Advisory Services is a registered investment advisor based in Michigan.www.sipc.org
Frequently Asked Questions about Roland Ortiz
Roland Ortiz currently works for The Athena Financial Group.
Roland Ortiz's role at The Athena Financial Group is Fund Manager.
Roland Ortiz's email address is ***@theathenagrouponline.com. To view Roland Ortiz's full email address, please signup to ConnectPlex.
Roland Ortiz works in the Financial Services industry.
Roland Ortiz's colleagues at The Athena Financial Group are Diane Young, Kate DiLiddo, Daniel Casey and others.
Roland Ortiz's phone number is 248-453-5252