JAG Financial - Vancouver (WA)

5 /5 Deborah Wakefield: 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.

5 /5 M M: Joe Gaudio, with Jag Financial, has been my financial planner more than 25 years. A true professional, personable, and always gives exceptional advice. He consistently keeps me informed, maintains ongoing reviews for my current and future financial needs, stays on top of my accounts and the market trends. Joe is trustworthy and confidential. If I could give more than 5 stars I would. I highly recommend Joe Gaudio and his team at Jag Financial!

5 /5 Nancy Sellers: 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’. This is key to our relationship. I do rely on Joe’s expertise but he doesn’t just tell me what to do. He is a good teacher, a consummate professional. A great listener and a good friend.

5 /5 Todd Spike: 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.

5 /5 Eric Oberman: Joe is a sound financial planner and an expert in the industry. Ive worked with him for 20+ years and wouldnt trust anyone else to manage my money.