Proudly serving our community since 1994
In 1994 Willis Jordan, started providing wealth management services in the Creston valley and beyond. Now, over 25 years later, our business has evolved, and we’ve become much more.
In 2015 Willis’ son, Dallas Jordan, joined the firm and the Jordan Financial Group was born. Today, we specialize not only in investments, but also retirement planning, tax strategies, savings plans, and financial protection for you and your family. Our focus is not only to make you money but to make your money last with long-term wealth management strategies.
Personalized Approach to Wealth Management
We understand that everyone’s needs are different. That’s why we work intricately with each and every client to design a customized plan based on their specific wishes and objectives. By providing clarity to complex financial situations, we make sure that our clients are properly educated on their options and ensure that they make the right choices for themselves and their financial goals. We pride ourselves on our high level of customer service and our ability to maximize our client’s net worth while helping them achieve the financial confidence they desire.