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Peace through Planning
 

Jordan understands the challenges that come with being a widow and managing your finances alone. His goal is to create a customized financial plan that ensures your investments are managed effectively and efficiently while giving you the peace of mind you deserve. Together with the expert team at Parallel Financial, Jordan will work with you to develop a comprehensive financial plan that puts your needs first.

Peace Through Planning

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Email: jordan@parallefinancial.com
Phone: 864-385-7999

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© 2022 by Jordan Roberts. All rights reserved.

Disclosure

Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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