Jordan & Associates Retirement Services - Santa Rosa, California

Jordan & Associates Retirement Services: A Comprehensive Overview

Address: 100 Stony Point Rd # 216, Santa Rosa, CA 95401, United States

Phone: 7075451001

Website: jandaretirement.com

Specialties: Financial planner

Key Features and Services

• Comprehensive financial planning services, tailored to meet individual retirement goals
• Seamless communication with financial advisors and business owners
• Expertise in managing complex retirement plans for business owners

Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet available
• Appointments recommended

Client Opinions and Reviews

With a strong reputation in the financial planning industry, Jordan & Associates Retirement Services has garnered a respectable 3.7 out of 5 stars on Google My Business, based on 3 reviews. Clients appreciate the company's expertise in handling complex retirement plans and its seamless communication with financial advisors.

One client, a financial advisor, praises Jordan & Associates for their excellent service and ability to cater to the retirement planning needs of their business owner clients. The advisor highlights the ease of communication as one of the standout features of the company.

Why Choose Jordan & Associates Retirement Services

For individuals seeking a reliable and knowledgeable financial planning partner, Jordan & Associates Retirement Services stands out in the industry. Their expertise in managing complex retirement plans, coupled with their commitment to seamless communication, has earned them a loyal client base and positive reviews.

If you're a business owner or a financial advisor looking for comprehensive retirement planning services, we highly recommend reaching out to Jordan & Associates Retirement Services. Visit their website at jandaretirement.com to learn more about their services and to schedule an appointment.

👍 Reviews of Jordan & Associates Retirement Services

steve K.

1/5

Been trying to get disbursement from 401k since last year. They don't want to get involved, it's not their problem.
In my opinion Lindsey and Karen are not qualified to handle someone else money. Obviously there is no oversight at this company.

Susan O.

5/5

As a financial advisor, I have many business owner clients with complex retirement plans. Jordan and Associates provides great service for our clients and seamless communication to us as advisors.

Jack H. B.

5/5

Excellent services