Broker Check

7537 Mentor Avenue
Suite 310
Mentor, OH 44060

Jarad Regano

(440) 306-0001

 

Mission Statement

AT REGANO FINANCIAL SERVICES, INC, WE VALUE THE IMPORTANTCE OF MAXIMIZING YOUR NET RETURN (INVESTMENT RETURN MINUS FEES/COMMISSIONS). OUR INDUSTRY IS A COMPLEX AND DIVERSE ONE, AND IT IS NO WONDER THAT THE AVERAGE INVESTOR IS OFTEN PUZZLED AND BEWILDERED AT THE NUMBER OF OPTIONS AVAILABLE TO THEM. THERE IS NO DOUBT IN MY MIND THAT A CLIENT MEETING WITH TEN ADVISORS WOULD BE GIVEN TEN UNIQUE STRATEGIES TO REACHING HIS OR HER GOALS.

AS THE OWNER OF REGANO FINANCIAL SERVICES, INC., I PUT A STRONG EMPHASIS ON MINIMIZING COSTS THAT CAN BE ALLEVIATED. I TRY TO FOCUS ON USING DIRECT BUSINESS WHERE IT MAKES SENSE, THUS ELIMINATING PESKY BROKERAGE ACCOUNT FEES THAT YOU MAY BE GETTING ELSEWHERE. I EXECUTE ALL OF MY STOCK TRADES AT A DISCOUNT, OR SOMETIMES FOR FREE, FOR ALL OF MY EXISTING CLIENTELE. AND FINALLY, I MAINTAIN AN OPEN DOOR POLICY TO ALL OF MY CLIENTS, AS THEY KNOW THEY CAN MEET ME ON A FEE FREE BASIS AS OFTEN AS THEY FEEL NECESSARY. A CLIENT DOES NOT NEED TO WORRY ABOUT RECEIVING A BILL AFTER A PHONE CALL OR VISIT TO DISCUSS SOMETHING IMPORANT IN HIS OR HER FINANCIAL LIFE.


I HAVE BEEN IN THE FINANCIAL SERVICES INDUSTRY FOR 17+ YEARS, AND BEGAN MY BUSINESS FROM SCRATCH. I FEEL THAT THE CLIENT-ADVISOR CULTURE THAT I HAVE BUILT IS THE DEFINING REASON BEHIND MY SUCCESS. STOP IN AND SEE HOW I CAN BE AN ASSET TO YOU AS WELL.
JARAD J REGANO
OWNER, REGANO FINANCIAL SERVICES, INC