Jordan Financial & Associates

General information

Terry L. 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. She has been the recipient of multiple awards for service & performance the last 14 years.

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 Woodbury Financial Services, Inc. in the State of Michigan & was a recipient of their Silver Eagle’s Circle in 2008. 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.