Home | Jarad Regano

We've helped Lake County residents pursue their goals for over two decades. We know how to make the most of yours.

Schedule an Appointment

We've helped Lake County residents pursue their goals for over two decades. We know how to make the most of yours.

Schedule an Appointment

We've helped Lake County residents pursue their goals for over two decades. We know how to make the most of yours.

Schedule an Appointment

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

About Us

A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team

Services

Investment Management

Implementing and maintaining a comprehensive investment plan to allow for diversification and risk tolerance.

Retirement Planning

Long term monitoring of IRAs, 401ks, 403bs and other work sponsored programs to pursue your retirement goals.

Tax Preparation

In house preparation to ensure your money manager and tax professional are on the same page.

College Savings Strategies

Educating clients on the various savings and investment strategies available to them for higher education.

Left your job but forget to take your old 401(K) with you? We can help!

Schedule an Appointment

Take the Next Step

Work with an objective wealth management firm that has your goals in mind—not one selling financial products.

See What Our Clients Have to Say

"Jarad & Regano Financial Services have done exceptional work for us. He has covered everything for saving for our dream home, College funds for our kids and retirement! Whenever anyone asks - I never hesitate in referring friends and family to him as I know he will do the best job possible. Our kids have even started their own accounts with him! I highly recommend Jarad- you really can’t go wrong!"

Marsha M.
Chesterland, OH

This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

"Jarad has been my financial advisor for over 20 years now. He’s always been super helpful with any questions or services I’ve needed. I completely trust him, and would recommend him to anyone looking for a financial advisor."

Lynn B.
Rockford, MI

This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

"I've worked with Jarad for over a decade and my experience throughout has been extremely positive. am grateful for the time and attention he's provided making sure we are making the best financial decisions for my family's future."

Russ T.
Essex JCT, VT

This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.