Broker Check

3635 Genesee Street
Buffalo, NY 14225

E.P. Jordan & Associates, Inc.

(716) 565-1965

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Your Team

Learn more

Directing Wealth for a Purpose

Learn more

Everyone has a special vision as to what their financial future may hold.  This vision may differ from person to person, but the essential building blocks of each vision are the same:  An Income you cannot outlive, The Ability to Live out your Dreams, Protection strategies for your Life Savings and A Plan to Direct your Wealth.  Our team at Jordan and Associates have been providing financial navigation to individuals and businesses for over twenty years, aligning wealth, goals and values. 

We are not merely investing for a return, but directing wealth for a purpose.

Are you Ready to Retire?  Click here to find out!
 
Make an Appointment

This is not intended as specific investment advice. Neither the named representative nor the named broker-dealer gives tax or legal advice. Please consult your financial advisor for further information. Eugene Jordan is a registered representative of and offers securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC. Cetera is under separate ownership from any other named entity. Branch office address: 3635 Genesee Street, Buffalo, NY 14225. This is not intended as specific investment advice. Neither the named representative nor the named broker-dealer gives tax or legal advice. Please consult your financial advisor for further information.


Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow