Jordan Financial and Insurance Services

Jordan Financial and Insurance Services Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

167 Kingsbury Avenue
Bradford, Massachusetts 01835
(978) 469-0652

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. My California Insurance license number is 0G92328

Neither Jordan Financial and Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Jordan Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, accor...
08/31/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4wvi6fJ
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/03/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4z3yR46
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/26/2026

New York Life Insurance Company is once again a Platinum Sponsor of Team Haverhill's River Ruckus! New York Life's support brings you the best fireworks show in Haverhill, directly on the Merrimack River.

Thank you to Tim Jordan of Jordan Financial and Insurance Services, an agent with New York Life Insurance Company.

Don't miss this year's Ruckus - Saturday, Sept. 12th - downtown Haverhill.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4weOyTY
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
07/09/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4pbMfyg

Address

167 Kingsbury Avenue
Haverhill, MA
01835

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