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JAG Financial

  • Investment Service
  • Vancouver, WA
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About this business

FinanceInvestment Service

A Full-Service Financial Firm Take action today to get you where you want to be tomorrow At JAG Financial, we provide comprehensive risk and wealth management to individuals and families that want to preserve their future. Our clients enjoy advice that not only caters to the financial markets, but also caters to their individual goals. No two plans are alike and we sit down and really get to know you and your dreams. 

Location details

201 NE Park Plaza Drive, Suite 150, Vancouver, WA, 98684, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.06 reviews
Deborah Wakefield's profile image
Deborah Wakefield 
a month ago

We’ve worked with Joe Gaudio for more than a decade. He’s made the complicated, sometimes stressful process of planning for retirement a lot easier. And he’s extremely generous with his time, spending however long it takes to thoroughly explain our investment options, as well as the benefits and risks. We appreciate that Joe understands our goals and takes every opportunity to ensure that we successfully achieve them. 

Todd Spike's profile image
Todd Spike 
a month ago

Joe Gaudio is a true professional and gem. Extremely knowledgeable, caring, and incredible source of information. Always willing to take the time and explain and work through any questions we have for him. Truly connects with his clients. Grateful and fortunate we found him to be our financial advisor/analyst. 

Nancy Sellers's profile image
Nancy Sellers 
9 months ago

Joe and I have worked together since 2003. I started working with him because my 529 accounts fir my granddaughters were losing money and I wanted to find a way to invest this money better. Later I had a trust transferred from a different bank and Joe diligently analyzed their investments to simplify my investment portfolio while reducing my tax liability. He took the time to meet with my lawyer to make sure that my retirement would be secure. I have always had confidence in his work. In my first sentence I wrote ‘work tiger... read more

Eric Oberman's profile image
Eric Oberman 
5 months ago

Joe is a sound financial planner and an expert in the industry. I've worked with him for 20+ years and wouldn't trust anyone else to manage my money. 

Andy Linares's profile image
Andy Linares 
2 months ago

Incredibly helpful and knowledgeable. Helped get my retirement accounts together and outlined a guide for me to follow to keep my family financially secure. 

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Frequently asked questions about JAG Financial

How is JAG Financial rated?

JAG Financial has a 5 star rating with 6 reviews. 

When is JAG Financial open?

JAG Financial is closed now. It will open on Thursday at 8:00 a.m.