JAG Financial, Inc. is an independent financial advisory firm that focuses on creating personalized financial strategies for its clients. The company's mission is to help clients achieve their financial goals through comprehensive planning services covering retirement income, wealth accumulation, asset protection, and estate planning. They operate as an independent firm, offering securities and advisory services through an affiliation with Cambridge Investment Research, Inc., which allows them to provide a wide range of non-proprietary financial products and services.

Founded in

United States