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.
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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Using smart management to get more of what you want and free up assets to invest.
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How federal estate taxes work, plus estate management documents and tactics.
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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Making the most of surprises is a great reason to work with us.