JAG Financial Services

JAG Financial Services When you're in the financial jungle, it pays to have an experienced guide. Managing your finances can feel like navigating dangerous territory.

It’s hard to know which direction to go. Some routes lead to dark places, such as outlasting your own savings or paying more tax than you need. So how do you choose a brighter path? With almost 30 years’ experience offering independent financial advice, JAG acts as your eyes and ears in the financial jungle. We always seek the best return for the lowest risk, and never give advice just to make a sale.

06/13/2023

Does your financial advisor claim to be "Certified"?

Always double check their credentials to be sure they are certified. One of the true certifications in the financial industry is the Certified Financial Planner (CFP®).
There is no such credential as Certified Financial Advisor & Planner. There are also many "Certifications" which are created by paying a fee and passing a short test.

FINRA.org has a list of accredited certifications recognized as industry standards.
Don't be misled by someone playing on words to appear to be certified. If they are misleading you with their credentials what else are they misleading you about?

06/13/2023

"Success is stumbling through failures with no loss of enthusiasm."
– Winston Churchill

Pre-Covid we supported many events and organizations in the community. Now it is time to get back to community support.W...
11/11/2022

Pre-Covid we supported many events and organizations in the community. Now it is time to get back to community support.
Watch got JAG Financial around the town.

If you’re looking to reduce costs and improve your finances, try using these money-saving hacks. Start by making lists f...
03/08/2022

If you’re looking to reduce costs and improve your finances, try using these money-saving hacks. Start by making lists for shopping for everything from groceries to clothes to reduce frivolous spending. Eliminate paper products from your home, and instead use dish towels and cloth napkins. You can also lower your utility bills by bundling your cable, phone, and internet, or cutting cable altogether.

03/08/2022

Address

2800 Aurora Road , Suite I, Melbourne FL 32935
Melbourne, FL
32940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(321) 777-8482

Website

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