Jordan & Associates Retirement Services

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100 Stony Point Rd
Santa Rosa, CA 95401
+1 (707) 545-1029
http://www.jandaretirement.com

Jordan Associates Retirement Services is a Santa Rosa-based firm dedicated to meeting the retirement plan needs of its clients, including financial advisors, CPAs, attorneys, employers, and employees. With over four decades of experience, the firm offers high-quality solutions and personalized plan designs to meet the unique business models and goals of its clients.

Since its establishment in 1976, Jordan Associates has grown to become a trusted partner in the retirement plan industry, providing services such as participant statements, plan administration, and participant communication. With a team of knowledgeable principals and a commitment to excellence, the firm navigates the ever-changing retirement plan landscape to ensure its clients receive the best possible service and support.

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