Independent Wealth Management & Financial Services Broker

Marlon Ortega

Marlon Ortega has been working in Retirement Planning and Financial Services Industry since 1999. Marlon Ortega is dedicated to providing his clients with the professional and individual attention necessary to achieve their financial goals, retain their standard of living, reduce their taxes and protect their life savings.

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Legal Disclosures: Benefits and carriers will vary for converges, are subject to underwriting approval, product and limitation and availability. currently serving California state under license Oc90497 and the state of Nevada under license 3180841 The information provided herein is for general informational purposes only and is obtained from sources we deemed reliable. It’s accuracy, completeness or reliability cannot be guaranteed. Any strategies described may not be suitable for everyone. This information is not intended as tax or legal advice. Please consult with a qualified attorney or accountant prior to making an informed decision.