Relationships First

We are in the relationship business, not the transaction business. We are here to serve as your guide and coach through your financial journey.

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A Plan as Unique as You Are

Just as no two individuals are alike; we discuss your hopes and dreams in order to develop a personalized custom plan for you.

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Take the Guesswork Out of Your Finances

We are here every step of the way to help provide guidance and confidence for all your financial decisions.

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Long-Lasting Relationships

We care about our clients and they often become long-term advocates and friends.

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Joe Gaudio and I have worked together since 2003

I do rely on Joe's expertise but he doesn't just tell me what to do. He is a good teacher, a consummate professional, a great listener and a good friend.

Nancy S.

This statement is a testimonial by a client of the financial professional as of 02/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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A Full-Service Financial Firm

Take action today to get you where you want to be tomorrow

At JAG Financial, we provide comprehensive risk and wealth management to individuals and families that want to preserve their future. Our clients enjoy advice that not only caters to the financial markets, but also caters to their individual goals. No two plans are alike and we sit down and really get to know you and your dreams.

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Plan, Protect, and Provide Peace of Mind

Our Process

We have developed and refined what we call the P3 Process. This process helps plan, preserve, and provide confidence for clients and with this is place, we can both plan for today and dream for the future. We build a plan that can weather the markets and by customizing your plan, we put you in control.

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“People don’t care how much you know until they know how much you care”

- Theodore Roosevelt

Continued Guidance and Support

See All Your Goals Through

At our firm, we do much more than just recommend investments and build a financial plan. We get to know you and your goals, provide comprehensive wealth management, and help you chart a course from where you are today to where you want to be tomorrow. Our continued guidance, help, and advice mean that you always have someone with you along your financial journey.

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“Financial fitness is not a pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it.”

- Will Robinson

We are passionate about helping our clients and serve as their advisor and coach.

Our comprehensive services ensure that every area of your financial plan is in order.

Financial Planning

Risk Management

Investment Planning

Retirement Planning

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.