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Jordan Financial & Associates

About

Terry Jordan owns and operates Jordan Financial & Associates, a full service financial planning firm.

Story

Terry L. Jordan has been in the financial services industry since 1976. Of those 34 years, 16 years were in retail banking, 4 years in business development & 14 years working with investments & financial planning. She has been the recipient of multiple awards for service & performance the last 14 years.

Terry established Jordan Financial & Associates in 2004, leaving her banking career to become more client focused. Recognizing the high need for education & advice within the investment world she holds regular workshops & seminars for her clients throughout the year. Through a genuine understanding of the values that make each client unique, a financial plan* is developed to accomplish visions, dreams & goals.

Terry is licensed as an Investment Advisor Representative with Woodbury Financial Services, Inc. in the State of Michigan & was a recipient of their Silver Eagle’s Circle in 2008. In 2007, she was accepted into one of the nation’s leading consulting organizations for wealth advisors. “World class advice coupled with world class service is what we continually strive for at Jordan Financial & Associates.” She is a member of the Society of Financial Professionals, The Financial Planning Association & Financial Services Institute.

She is active in the community as a graduate of Leadership Holland, through United Way, Holland Chamber of Commerce, Lakeshore Women Business Owners Alliance, Odyssey of the Mind, West Ottawa Education Foundation, West Ottawa Jungle Fund Raising Committee & Project Charlie.

Products

• Personal & Business Financial Planning*
• Investments*
• Tax Planning and Management
• Insurance
• Estate Planning
• Cash Management
• Income Protection
• Other Concerns:
- College Funding
- Divorce
- Widowhood
- Caring for aging parents

*Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. • PO Box 64284. • St. Paul, MN 55125 • (800) 800-2638 (Home Office) • Member FINRA/SIPC and Registered Investment Advisor • Jordan Financial & Associates and Woodbury Financial Services, Inc. are not affiliated entities.

Address: 421 136th Ave, Holland, MI 49424, USA
Phone: (616) 796-8238
State: Michigan
County: Ottawa County
Zip Code: 49424


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
Jordan Financial has been the best financial move in my life. They have the heart of a teacher. They care only about serving you, with their focus directed on the best interests of their clients. They have seen me and my family through many life events, working through estates, retirement planning, and getting my children started on the path to their own financial well-being. I could not recommend any business better than Jordan Financial, you will be secure in their hands!
8 years ago (28-02-2017)
Terry has maintained and professionally managed my financial portfolio for many years. Whenever I have had questions, products in my portfolio have matured, and/or changes would benefit me, Terry has responded in a manner that reflects the depth of her background and research, includingdiscussing a variety of possible options available to maximize the portfolio. I believe she demonstrates the highest standards of her profession.
8 years ago (13-03-2017)
I have known Terry for many years..She is great at her job...love her experience and knowledge !!
8 years ago (06-03-2017)
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