Jordan & Associates Retirement Services - Santa Rosa, California

Overview of Jordan & Associates Retirement Services

Jordan & Associates Retirement Services, located at 100 Stony Point Rd # 216, Santa Rosa, CA 95401, is a reputable financial planning service tailored for individuals seeking expert advice on retirement planning. The company's contact number is 075451001, and for those interested in delving deeper, their website jandaretirement.com offers a wealth of information. This service stands out for its specialization in financial planning.

Accessibility and Convenience

For clients or potential customers with mobility concerns, Jordan & Associates demonstrates great consideration by ensuring their entrance, parking lot, and restroom are wheelchair accessible. This commitment to inclusivity is a significant point of interest for anyone needing to visit the location comfortably. Additionally, while appointments are recommended to ensure a thorough consultation, the establishment's accessibility makes it a considerate choice for those requiring special accommodations.

Customer Reviews and Services

The company has garnered attention with three reviews on Google My Business, reflecting an average opinion of 3.7/5. These reviews highlight the exceptional service provided by Jordan & Associates, particularly in handling complex retirement plans for business owners. Clients and advisors alike appreciate the seamless communication and the professional approach of the team. Such positive feedback speaks volumes about the quality of service offered.

Recommendations for Prospective Clients

For anyone considering retirement planning, Jordan & Associates offers a level of expertise that can be invaluable. Their recommendation to schedule appointments underscores the personalized service they provide. Given the average satisfaction rating, it's clear that clients find the experience worthwhile and the advice reliable, making it a solid choice for those navigating the complexities of retirement planning.

👍 Reviews of Jordan & Associates Retirement Services

steve K.

1/5

Been trying to get disbursement from 401k since last year. They don't want to get involved, it's not their problem.
In my opinion Lindsey and Karen are not qualified to handle someone else money. Obviously there is no oversight at this company.

Susan O.

5/5

As a financial advisor, I have many business owner clients with complex retirement plans. Jordan and Associates provides great service for our clients and seamless communication to us as advisors.

Jack H. B.

5/5

Excellent services