At Regano Financial Services, Inc, we value the importance of increasing 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 pursuing his or her goals.
As the owner of Regano Financial Services, Inc., I put a strong emphasis on decreasing 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 my stock trades at a discount, and sometimes for free, for 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 important 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
Regano Financial Services, Inc
Understanding Today’s Financial Environment
I’m Jarad Regano, a financial professional in Mentor, OH. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (440) 306-0001.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
How literate are you when it comes to your finances? Brush up with these five basics.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A quick look at how federal income taxes work.
What’s the deal with your yearly free credit report?
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?