Jordan & Associates Retirement Services - Santa Rosa (CA)

Barbara Abel Kathryn Cain of Cain Fiduciary Services is my recommendation if you are looking for a professional who is extremely knowledgeable in her field. She has been involved with hundreds of cases, some with extremely difficult family members and yet always provides excellent service.

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Ashley Bowen I own a small chain of barber shops, and during one location’s renovation, I ran into unexpected plumbing issues that could have delayed our reopening. I applied for an MCA and was funded within two days. That quick cash allowed me to finish the job and reopen on schedule. What I appreciated most was the repayment model since its based on credit card sales, it adjusted during slower weeks. That flexibility was key. Without it, we would’ve lost weeks of income and disappointed our loyal clients.!!