Joseph A Grutta, EA CFP

About JAG Financial

JAG Financial Services is a financial planning and investment firm founded in 1983 by Joseph A. Grutta. With over 30 years of experience, we provide individualized financial planning and investment services to individuals and families throughout the United States.

Our Vision

Our vision is to empower our clients to achieve financial clarity, navigate financial complexities, and reach their financial goals through personalized financial plans.

Our Values

• Integrity: We prioritize honesty, transparency, and ethical practices in all our interactions.
• Client-Centeredness: We prioritize understanding your unique needs, goals, and values to create personalized solutions.
• Long-Term Relationships: We believe in building lasting relationships with our clients through open communication and regular collaboration.
• Expertise: We leverage our knowledge and experience to deliver valuable financial guidance and solutions.

How We Can Help

At JAG Financial Services, we offer a comprehensive range of financial services to meet your diverse needs. These include:

Tax Planning & Optimization

• Tax analysis and planning for individuals and businesses
• Strategies to maximize tax savings and minimize liabilities
• Retirement planning and optimization

Financial Planning

• Comprehensive financial plans tailored to each client's goals and circumstances
• Wealth management and investment strategies
• Risk management planning

Retirement Planning

• Evaluation of current retirement accounts and plans
• Development of personalized retirement savings and investment strategies
• Guidance on maximizing retirement benefits

Estate & Financial Protection

• Creation of estate plans including wills, trusts, and power of attorney
• Guidance on life insurance coverage and risk management strategies

Investment Services

• Portfolio management and review
• Regular investment performance reviews and optimizations
• Access to a diverse range of investment options