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Timothy J
ChFC®, Series 63
Bradford, MA
Eagle Strategies (NY Life)
Timothy Jordan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 31 years of industry experience. He has worked with Eagle Strategies since 2018 and has been operating Jordan Financial and Insurance Services since 2008. Jordan is involved in several community roles, including serving as President of the Haverhill Rotary Club and as a city councilor in Haverhill, MA. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advisory solutions and manages a substantial portion of assets on a non-discretionary basis through a wide network of affiliated representatives within the New York Life affiliate structure.
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