Our experienced team is here to offer you ongoing financial guidance.
Our Firms History
Hagar Investments LLC was originally founded as Hagar Capital in 1995. It’s purpose was to provide financial advice and solutions to clients of the Hagar Group and residents of Citrus County. The Hagar Group is Citrus County’s oldest family-owned insurance agency serving residents for over 90 years. The Hagar family prides itself in running their companies with traditional values while providing innovative services. Hagar Investments LLC is a full service investment firm offering retail brokerage, fee only investment management and insurance investments. We are proud to serve our clients in the Nature Coast including Crystal River, Inverness and the Villages.
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.
Hagar Investments believes that Trust and Transparency should serve as the foundation for any relationship. Finances can be stressful and market volatility is always around the corner. We build customized financial plans that give clients confidence so that they can focus on the things in life that matter the most. We invite you to schedule a consultation so you can see what truly makes us different.
Risk Tolerance: What’s Your Style?
Best-Performing Asset Classes
Your Changing Definition of Risk in Retirement