
Roscoe O. Ortonemail
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Education
BYU 1968-1972
Hobbies
Fun with wife, children and grandchildren, Snow Skiing, Biking, Walking, Reading, Music
Affiliations & Memberships
NAIFA, NABIP, Rexburg Area Chamber of Commerce
Community Involvement
Chamber membership committee, Young Men advisor ages 15-18.
Languages: English
Credentials: CLU®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Financial Planning
Check the background of this investment professional on FINRA's BrokerCheck