Broker Check

Traditional Values,
Innovative Services

Our experienced team is here to offer you ongoing financial guidance.

Understanding Today's Financial Environment

Understanding Today's Financial Environment

Welcome, we’re Hagar Investments, an independent, family owned investment firm located across the Nature Coast of Florida. For over 25 years we have been serving clients and establishing relationships built on trust and transparency. The Hagar Family believes in traditional values but knows the importance of utilizing innovative technology. We are a full service investment firm offering retail brokerage investing and insurance products. Building a solid financial plan shouldn't be stressful and we are here to guide you through times of uncertainty. 

Our licensed financial professionals have years of experience in financial services. Serving client's best interest is our priority and you will always reach your representative and never a call center. Relationships matter most and our family has been building them in Florida for over 90 years. Give us a call or schedule a consultation below, we look forward to meeting you.

Investment

Investment

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

Retirement

Retirement

Where will your retirement money come from? A sound approach involves closely looking at potential sources of retirement income.

Estate

Estate

An effective estate plan can spell out your health care wishes and ensure they’re carried out – even if you are unable to communicate.

Insurance

Insurance

A sound insurance program can help protect your family from the financial consequences of life's unexpected events.

What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Learn More
What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.
Learn More
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More

 Schedule a Consultation?

Thank you!
Oops!

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.