“I met with Jordan two weeks ago {for tax-free retirement planning}. He made time to run me several models and patiently answer my questions and explain things to me (numerous times). When I was ready to finalize, he even met me on a Saturday. Afterwards, he gave me a firm handshake and thanked me for my business. It was great working with Jordan!” - Michael T.

“Jordan takes great care of all his clients!” - Amber E.