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Home > Financial Planner Directory > Florida > Pensacola > Donna L. Jordan, CFP®, CLU, AIF®
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Donna L. Jordan, CFP®, CLU, AIF®

Money Professionals LLC

625 E Romana St
Pensacola, FL 32502-6111
Phone: (850) 433-3386
Fax: (850) 433-5931

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.