What sets us apart from the rest? We bring joy to the entire financial process.
Here you'll find a Registered, Independent, Full-Service, Financial Planning and Benefits Firm.
Established in 2012 by Joy A. Gorney, CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® designee, JAG Financial, Inc. is an independent, consultative, full-service financial planning and employee benefits firm.
- Over 22 years' experience.
- Full, comprehensive financial planning, wealth management, and retirement planning.
- Business owners: JAG Financial offers professional knowledge in employee benefits and retirement plans customized to your needs.
- JAG Financial operates under the Golden Rule. Of course, this always includes full disclosure, but at JAG, we also offer timely and continually-updated information and education on all your financial choices.
