JAG Financial Group

Specialties

JAG Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-​term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. Our code of ethics places our client’s needs above all others. We also demand uncompromising integrity in every aspect of our business ethic.

–Alternative Investments (all with ZERO Market Risk)

–Retirement Planning (IRA’s, 401K, 403B’s)

–Wealth Preservation

–Market Linked CD’s

–Life Settlements

–Life & Health Insurance

–Annuities (Fixed and EIA)

History

Established in 2005.

I started as a Financial Services Representative with Mass Mutual Financial Group in August of 2004 and I decided to become an Independent Financial Services Professional in January 2005. This decision came soon after I learned that the «cookie cutter» approach to solving the financial needs of the client did not fit every client.

Becoming an Independent Financial Services Professional allowed me the freedom, to find the right strategy, to solve the financial services need of the client versus the need of the institution.

Our mission speaks for itself: «We wake up every morning knowing without a doubt that today, we will have the opportunity to make a positive and substantial change in someone’s life»

We look forward to meeting you.

Meet the Business Owner

Julio G.

Business Owner

Very successful and affluent people, often, are simply too busy to coordinate all of their assets into a strategic financial plan. Their insurance, employee benefit plans, personal health insurance, college tuition funding, retirement planning, estate planning, asset allocation, and other investments are often handled by a variety of financial service providers who work independently of each other.

We offer a team of financial services professionals who can assist in the consolidation, coordination and implementation of your financial plan.

Give us a call to set up your private consultation with one of our advisors.

Warren Buffett said: «Only buy something that you’d be perfectly happy to hold if the market shut down for 10years.»