• Jordan & Associates Retirement Services

    • FINANCIAL SERVICES
    100 Stony Point Road, Ste. 216
    Santa Rosa, CA 95401
    (707) 545-1001
    (707) 545-1029 (fax)

    About Us

    Retirement Services With A Personal Touch

    As an established and growing company, Jordan & Associates Retirement Services values both continuity and creativity. Some of our clients have been with us read more
    • About

      Retirement Services With A Personal Touch

      As an established and growing company, Jordan & Associates Retirement Services values both continuity and creativity. Some of our clients have been with us for over 30 years, others are new this year, but both are with us for one simple reason; we offer personal service that is truly personal.

      We are prepared to earn your trust by tailoring plan designs that are elegant in their simplicity, but accomplish what standardized plans cannot—matching your goals and business objectives. We have 17 employees who are experts in two primary areas; the design and installation of tax-qualified retirement plans and the annual administration of those plans.

      Our employees have earned retirement industry professional designations, have many years of experience and are experts at what they do. Added together, credentials, experience and expertise equal reliability you can count on every day. Why work with us? We know how to do the work!

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