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Peace Through Planning

Serving Widows in Greenville, SC

WHO

Financial Advisor for Widows

Jordan grew up in Greenville with a single mom, and his grandparents were a strong positive influence in his life. His grandmother lived as a widow for 15 years, and Jordan saw firsthand the challenges a surviving spouse can face when suddenly confronted with the responsibility of managing finances. He now uses financial planning as a tool to inspire confidence, allowing widows to enjoy their lives with a trusted financial partner at their side.

Grandmother and widow
Financial Advisor and family

WHY

Peace Through Planning

As an Advisor at Parallel Financial, Jordan specializes in providing financial planning and wealth management services to widows in Greenville, SC. He understands that managing investments can be a daunting task, especially during difficult times. Jordan uses his law degree and 9 years of industry experience to provide clients with a top level of service.

WHAT

Personalized Financial Planning

Investment Management

Retirement Planning

Required Minimum Distribution (RMD) Management

Insurance Planning

Peace Through Planning

Schedule a Consultation Today to Secure Your Financial Future.

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Contact

Let's Connect

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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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