Ortega & Co.
Ortega & Co.
Offering services to help you achieve financial goals, no matter what stage of life you are in.
Personal and Business Tax Preparation
Insurance services - Life, auto, home and commercial
Mortgage Loan origination services
Real estate services
OUR SERVICES
Home Buying
Navigating the home buying process can be overwhelming, whether you're a first-time buyer or an experienced investor. Our Home Buying Consulting services are designed to provide expert guidance and personalized support at every step of your journey, ensuring you make informed decisions and achieve your homeownership goals.
Personal & Business Tax Preparation
Our personal and business tax consulting provides expert guidance to help individuals and businesses navigate the complexities of tax planning, compliance, and optimization. Whether you're managing your personal tax filings or seeking strategies to minimize your business's tax liabilities, our experienced consultants are here to ensure you make informed decisions that align with your financial goals.
Insurance Services
Each type of insurance serves a unique purpose, and consultations are designed to help individuals or businesses assess their risks and choose the right coverage. The consultation process generally involves understanding your specific needs, explaining the various policy options, helping you evaluate costs vs. benefits, and ensuring you select the most suitable policy for your situation.