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Mason G Mortimer
Financial Advisor
Edward Jones - Temecula,CA
The financial services world transitioned over the last decade. It used to be, "Come to us and we will show you where to invest your money." It has thankfully evolved into "Come to us and we will get to know you. We will find...... Show More
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Business Hours
Mon
8 AM to 4:30 PM
Tues
8 AM to 4:30 PM
Wed
8 AM to 4:30 PM
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Been with Mason for about 20 years. He loves people and he loves helping people retire and enjoy the good life. He treats people like they are members of the family. He has open houses and Christmas parties at his home and he calls and sings...
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Mason G Mortimer has received a review with 5 star rating from Matthew Pawluk
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About
The financial services world transitioned over the last decade. It used to be, "Come to us and we will show you where to invest your money." It has thankfully evolved into "Come to us and we will get to know you. We will find out who you are and what you are passionate about... and yes, we will still help you live the retirement you've always dreamed about!" My office manager, Amber Haggerty, and I want to be part of that mix for you. Come expecting to understand and be understood. Come expecting to become part of our family. Come expecting to stay a while.As a financial advisor, I am committed to understanding what is most important to you. I can help you develop a strategy tailored to your specific situation and designed to help you achieve your financial goals. We will partner with you throughout your life and make adjustments to help keep you on track. Those who enjoy the service we offer are largely hard-working, self-made type of folks. Feel free to leave pretense at the door. We run our business like a family. If you are looking to "keep business relationships and personal lives separate," we are not the folks for you.The vision of our branch team is to create an ideal client experience such that our clients understand that they are loved, valued and appreciated. Everything we do in this branch office will serve to that end. We also wish to provide exceptionally personalized service with the investment choices and tools needed to meet your long-term goals.A little bit about me: I am married to my bride of 20 years, Helena, and we have a daughter and son, Morgan (17) and Maxwell (15). We enjoy the beach, travel and spending time together. We are delightfully artistic and musical and could easily masquerade as the Von Trapp Family Singers! I snowboard, run, hike and lift weights when I have the chance. In the community, I serve at our church teaching Sunday school for 2-year-olds (okay, maybe not a lot of "teaching" but we sure do have a good time!)Amber is married to her husband of five years, Darion, and they have a delightful 4-year-old son, Kylar. She loves to spend her time outdoors hiking, camping and fishing!We have been serving Edward Jones clients for over 19 years. We believe we know a thing or two about a thing or two. Give us a call and let us help.Learn more at http://www.facebook.com/MasonMortimerEdwardJones/
Specialities
Estate & Legacy Strategies
Wealth Strategies
Intergenerational Planning
Retirement Income Strategies
Charitable Giving
Running
Volunteering
Traveling
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FAQs
Here are some Frequently Asked Questions about Mason G Mortimer
What organization is Mason G Mortimer associated with?
Mason G Mortimer is associated with Edward Jones.
What is Mason G Mortimer’s work email address?
Mason G Mortimer’s professional email address is m************r@e**********.com. You can also email Mason G Mortimer by clicking on the contact Mason G Mortimer.
Where is Mason G Mortimer based out of?
Mason G Mortimer’s primary location is Temecula, CA.
What is Mason G Mortimer's phone number?
Mason G Mortimer's phone number is (951) 695-8844
What is Mason G Mortimer's title??
Mason G Mortimer is a Financial Advisor.
