Keith Jordan


    Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Keith’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Keith

    Capital Strategies - Albuquerque

    Satellite Office

    8100 Lang Avenue, NE Ste. 102
    Albuquerque, NM 87109

    CRN201912-180567