7537 Mentor Avenue,
We've helped Lake County residents pursue their goals for over two decades. We know how to make the most of yours.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
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.
Implementing and maintaining a comprehensive investment plan to allow for diversification and risk tolerance.
Long term monitoring of IRAs, 401ks, 403bs and other work sponsored programs to pursue your retirement goals.
In house preparation to ensure your money manager and tax professional are on the same page.
Educating clients on the various savings and investment strategies available to them for higher education.
Work with an objective wealth management firm that has your goals in mind—not one selling financial products.
"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
"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