What are you looking for?
As a Financial Planner, Jordan services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their
financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Jordan can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
“ I look to serve as a resource to my clients, providing them with the tools, and guidance they need to navigate their financial path with confidence.”
I am licensed and registered to offer products and services in NY. Licenses will vary.
Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck