Broker Check

3635 Genesee Street
Buffalo, NY 14225

E.P. Jordan & Associates, Inc.

(716) 565-1965

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Eugene Jordan holds his Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) . He is an Investment Advisor Representative and...

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Megan J. Bach

Vice President

(716) 565-1965

(716) 565-1972

Megan joined E. P. Jordan & Associates in 2009 after graduating from the State University of New York, College at Brockport with a Bachelors of Science in Finance. Megan then graduated from Canisius College in 2011 earning her MBA,...

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Alex D. Jordan

Operations Manager

(716) 565-1965

7165651972

Alex joined E. P. Jordan and Associates in 2010. Graduating from the State University of New York, College at Brockport in 2014 with a Bachelors of Science in Finance he brings a fresh perspective to the firm.

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Kendra Eck

Sales Assistant

716-565-1965

716-565-1972

Kendra was thrilled to join E. P. Jordan & Associates in January, 2018 after working as a Sales Assistant for Essex Homes of WNY for 17 years. Prior to working for Essex Homes, Kendra has also worked in Customer Service/Sales Support...

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