Broker Check

3635 Genesee Street
Buffalo, NY 14225

Jordan Wealth Management

(716) 565-1965

 

Our Services





JWM 101

Our JWM 101 program is for young professionals or recent college graduates.

This program focuses on setting goals, reviewing debts, establishing a plan for the future and also includes our Advice on Demand offering.

Let's Chat

Premier

Our Premier program typically serves individuals or couples who are mid to late career.

This program focuses on goal setting, education planning, retirement analysis and protection strategies.

Let's Chat

Select

Our Select program serves individuals or couples who are retired or are close to retirement.

This program focuses on setting new goals, social security strategies, estate planning and guiding you through this next phase of your financial life.

Let's Chat

Guide

Our Guide program serves decision makers.

This program focuses on assisting entrepreneurs, executives and groups in decision making roles for the organizations they serve. Our collaboration assists in managing to mandates required in your serving role.

Let's Chat