JAG Financial, Inc.

JAG Financial, Inc. Independent, consultative, full-service financial planning and employee benefits firm.

We provide personal financial planning, risk and asset management, written financial plans, corporate retirement and pension plans, health and welfare benefit plans, and employee advice and education.

HAPPY INDEPENDENCE DAY
07/04/2025

HAPPY INDEPENDENCE DAY

August 13 is International Left-Handers Day! Despite facing some challenges (scissors, buttoning a shirt, computer mouse...
08/13/2024

August 13 is International Left-Handers Day! Despite facing some challenges (scissors, buttoning a shirt, computer mouse), studies have shown than southpaws have better memory retention and higher IQs than right-handers! Go lefties!

Happy birthday, America!
07/04/2024

Happy birthday, America!

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “T...
05/27/2024

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

Happy Women's History Month! It's a good time to celebrate the accomplishments and contributions of women throughout his...
03/01/2024

Happy Women's History Month! It's a good time to celebrate the accomplishments and contributions of women throughout history, many of whom struggled against discrimination & oppression. Here's to a more equitable and inclusive future!

Originally a celebration of Washington's birthday, this federal holiday now offers us the chance to remember the contrib...
02/19/2024

Originally a celebration of Washington's birthday, this federal holiday now offers us the chance to remember the contributions of all Presidents. Think of your favorite and enjoy a nice boost of civic pride.

08/03/2023
Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are...
05/16/2023

Don’t forget to review and refresh your insurance policies this spring! Make sure your home, life, and auto policies are up to date. Then, ensure you’re getting the best deal by comparing premiums.

As you are organizing and refreshing for the warmer months ahead, take time to review your insurance policies.

Motherhood is a selfless act of love that deserves to be celebrated every day. This Mother's Day, let's honor and thank ...
05/14/2023

Motherhood is a selfless act of love that deserves to be celebrated every day. This Mother's Day, let's honor and thank the incredible moms (of all types) for their unwavering devotion and sacrifices. You are appreciated more than you know.

Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k ...
05/02/2023

Spring cleanup is a great time to dust off old account statements and check for any missing money. Is there an old 401k or HSA you forgot to roll over? Follow these steps to check for unclaimed funds.

Tracking down 401(k) accounts you left behind can mean adding more money to your nest egg.

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniqu...
04/18/2023

Spring cleaning your finances with a spruced-up budget is a great way to get your fiscal house in order! Budget techniques are not one-size-fits-all. Check out these five variations and decide which would best suit your needs.

The winning approach is the one you’re actually going to stick to, month after month.

This spring, put some money back in your wallet by ditching any unnecessary, recurring subscription costs! Then, use one...
04/04/2023

This spring, put some money back in your wallet by ditching any unnecessary, recurring subscription costs! Then, use one of these automated apps to track and manage them for you moving forward.

These top subscription trackers reviewed by Select are for app lovers and certain credit card users.

Address

4651 Newell Drive
Marietta, GA
30062

Opening Hours

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

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