Jordan Financial & Associates

Jordan Financial & Associates Terry Jordan owns and operates Jordan Financial & Associates, a full service financial planning firm Terry L. in the State of Michigan.

Jordan has been in the financial services industry since 1976. Of those 34 years, 16 years were in retail banking, 4 years in business development & 14 years working with investments & financial planning. Terry established Jordan Financial & Associates in 2004, leaving her banking career to become more client focused. Recognizing the high need for education & advice within the investment world she

holds regular workshops & seminars for her clients throughout the year. Through a genuine understanding of the values that make each client unique, a financial plan* is developed to accomplish visions, dreams & goals. Terry is licensed as an Investment Advisor Representative with Osaic Wealth, Inc. In 2007, she was accepted into one of the nation’s leading consulting organizations for wealth advisors. “World class advice coupled with world class service is what we continually strive for at Jordan Financial & Associates.” She is a member of the Society of Financial Professionals, The Financial Planning Association & Financial Services Institute. She is active in the community as a graduate of Leadership Holland, through United Way, Holland Chamber of Commerce, Lakeshore Women Business Owners Alliance, Odyssey of the Mind, West Ottawa Education Foundation, West Ottawa Jungle Fund Raising Committee & Project Charlie. For important disclosures, please visit our website.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
06/03/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/01/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

05/29/2026

Periodic withdrawals in retirement may not be such a good idea.

Offering an employer-sponsored retirement plan is a vital component in any business growth and employee retention strate...
05/28/2026

Offering an employer-sponsored retirement plan is a vital component in any business growth and employee retention strategy. But setting up and managing that plan requires substantial knowledge of federal rules and regulations, as well...

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/27/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
05/25/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Can group and private disability policies work together?
05/22/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/20/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
05/18/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/15/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Address

421 136th Avenue
Holland, MI
49424

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Jordan Financial & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jordan Financial & Associates:

Shortcuts

Share

Category