
Keith Jordanemail
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
See Keith’s Licenses and Disclosures