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Jordan & Associates Retirement ServicesFinancial advisor in Santa Rosa, CA

Jordan & Associates Retirement Services is a financial advisor at 100 Stony Point Rd #216, Santa Rosa, CA 95401, ranked #43 of 71 financial advisors in Santa Rosa and rated 3.7 from 3 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Rosa, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Jordan & Associates Retirement Services
Address100 Stony Point Rd #216, Santa Rosa, CA 95401Get directions
Phone(707) 545-1001
Websitejandaretirement.com
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Santa Rosa and 5 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma and Sonoma.

Based in Santa Rosa, CAView on map

Questions about Jordan & Associates Retirement Services

How is Jordan & Associates Retirement Services ranked in Santa Rosa?

Jordan & Associates Retirement Services is ranked #43 of 71 financial advisors in Santa Rosa by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Jordan & Associates Retirement Services serve?

Serves Santa Rosa and 5 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma and Sonoma. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Jordan & Associates Retirement Services?

Jordan & Associates Retirement Services has a rating of 3.7 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Jordan & Associates Retirement Services?

Call Jordan & Associates Retirement Services on (707) 545-1001. The business is at 100 Stony Point Rd #216, Santa Rosa, CA 95401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Jordan & Associates Retirement Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Jordan & Associates Retirement Services (this business)—643.7 (3)——
Wasson Investment Services#41644.0 (6)NoNo6.5 mi
Bank of America Financial Center#42642.2 (34)NoNo3.3 mi
Josefina Reynoso - Task Mortgage & Investments#44635.0 (63)YesNo7.5 mi

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