Joe Hagler, Financial Advisor

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Orange, CA
Joe Hagler, Financial Advisor

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Joe and his team provide a wide range of investment advisory, financial, insurance and employee bene Please see website for disclosures at www.artisancap.com

Joe and his team provide a wide range of investment advisory, financial, insurance and employee benefit planning services to individuals, businesses, and non-for-profit institutions throughout California and in other selected states where registered. Joe is an financial advisor with Artisan Capital Partners/Hagler Financial Services. With more than 30-years of experience he and his team work with clients in designing investment and insurance strategies to address their financial affairs. Having entered the financial services industry in the mid-1980s, Joe has built a clientele that consists of individuals and businesses. His clients benefit from the broad array of services offered through his company. Joe’s extensive experience and industry knowledge enable him to effectively and consistently help clients manage, plan and execute cost effective financial and insurance programs to help accomplish their goals.

11/03/2026

Your financial future is calling. Develop a strategy for your investments today.

10/27/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

10/20/2026

Retirement may change your perception of investment risk.

10/13/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

09/29/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

09/22/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

09/15/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

09/08/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Address

1420 E Chapman Avenue
Orange, CA
92866

Telephone

+17146330660

Website

https://www.haglerfs.com/, https://www.artisancap.com/

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