Jordan goes above and beyond

“Choosing a financial advisor is a stressful task.  Jordan was recommended to me by a trusted friend who is also a financial advisor.   I am very glad that she recommended such a thoughtful, knowledgeable advisor.  Jordan goes above and beyond to clearly answer my questions and made me feel comfortable in transitioning into retirement.  Even though we have had to manage this through a pandemic, Jordan has always been available when I have questions or need additional direction.  I appreciate his professionalism and as an added bonus Jordan is a really nice guy.”