Our Firm's History

You've worked hard to reach retirement and your best years are ahead but how do you know if you are getting the right financial advice? Do you take a chance on trying to manage it yourself online or leave it up to your advisor that is hundreds of miles away. Perhaps you received a free dinner offer to attend a "financial seminar" where the financial promises seemed too good to be true. CNBC published a report in 2019 that stated 40% of all financial advisors plan to retire in the next 10 years. Who will end up managing your wealth and what do they know about your family? 

Hagar Investments LLC is a family owned, independent, boutique investment firm that prides itself on traditional values and relationships. For over 25 years we have build lasting relationships with families who value transparency in investing.  Communication is our currency and educating clients is our passion. We strongly recommend that clients do their research and work with fully licensed financial advisors. Your best interest should always be put first and our team is here for financial guidance.