Been trying to get disbursement from 401k since last year. They don't want to get involved, it's not their problem.In my opinion Lindsey and Karen are not qualified to handle someone else money. Obviously there is no oversight at this company.
Susan Olson
Nov 2022
As a financial advisor, I have many business owner clients with complex retirement plans. Jordan and Associates provides great service for our clients and seamless communication to us as advisors.
Jack H. Beymer
Excellent services
steve kaiser
Been trying to get disbursement from 401k since last year. They don't want to get involved, it's not their problem.In my opinion Lindsey and Karen are not qualified to handle someone else money. Obviously there is no oversight at this company.
Susan Olson
As a financial advisor, I have many business owner clients with complex retirement plans. Jordan and Associates provides great service for our clients and seamless communication to us as advisors.