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.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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