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Financial Advisor

About

Financial Planning and Wealth Management Services

Jordan is a Financial Advisor at Parallel Financial, a local, independent firm that provides financial planning and wealth management services to our clients in Upstate South Carolina and beyond. Jordan's focus is on serving widows who do not want the responsibility of managing their own investments. With our expertise and experience, we can help you achieve your financial goals and secure your financial future.


We understand that every individual has unique financial needs and goals. That's why we offer personalized financial planning and wealth management services to our clients. Our team of experts will work closely with you to understand your financial situation and create a customized plan tailored to your needs.

Financial Advisor
Widows Invest Confidently

Our Services

We offer a wide range of services to help you achieve your financial goals, including retirement planning, investment management, and tax planning. Our team of experts has years of experience in the financial industry and can provide you with the guidance and support you need to secure your financial future.


Whether you're a widow looking for help managing your investments or simply want to secure your financial future, Parallel Financial is here to help. Contact us today to schedule a consultation with one of our financial advisors.

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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