JAG Financial

Melisa helped us move all of our investments to more secure funds since we are getting closer to retirement. She made the transition easy and smooth! She created a retirement financial plan that will help us as we decide when to retire and how much we will draw monthly on our investments. Melisa is knowledgeable and very responsive on her financial investment services! Thank you Melisa!

Melisa is AMAZING to work with. She is smart, respectful, trustworthy, and friendly. She put us at ease as we were making big decisions about insurance when my husband started Medicare. Then when I joined the senior society 6 months later she helped us again
This year she proactively reached out and made the process seamless. I recommend Melisa to all my friends.

Melissa W has been an amazing asset in securing quality health insurance for our family. We are self employed from home and needed Melissa’s expertise and guidance to find the best possible insurance for our needs. Melissa was patient, informative, and consistently able to help us through the process year after year. If you need health insurance I would definitely seek her out. Thank you

Melisa is amazing! She went above & beyond to help me save money on my mom’s insurance premiums! And she was completely honest with me and did not encourage me to go with a plan that was not a good fit for her. I highly recommend her!

Melisa has been a huge help assisting me in evaluating and selecting the best Medicare options for my elderly father. She is great to deal with and extremely knowledgeable. I highly recommend her!!!

I found Melisa Wardlow, Financial Planner, while scrolling through Facebook and made a decision to see if she could guide me through a financial plan that would allow me to retire. I had previously been told retirement would not happen this year for me. After meeting with her, she put together a plan that would allow me to retire, an investment income that I can’t outlive with a combination of mutual funds, variable annuities and fixed income, social security advice, Medicare advice and a financial plan and help me retire within 2 months from start to finish! She was absolutely amazing and I can’t thank her enough!

JAG financial is top notch. Melissa is amazing to work with. Her knowledge of products and programs really helped us get started with college saving for our two kids. I highly recommend JAG financial.

Jenni

Melisa is amazing! She answers all of my questions and helps me navigate the twists and turns of our personal financial situations to build the most amount of financial security. Highly Recommend!

"I highly recommend JAG financial to manage your money."
Melissa is the greatest to work with! She explains
everything and takes time with you! She's the best! She cares!

Melisa searched and found me a great plan. It wasn’t as good as the insurance plan I have now. She advised me not to switch plans because it would cost me more to switch insurance plans.

Melisa has helped us with enrollment in Medicare and a Medicare advantage plan. She took time to understand our medical needs to present the best plan.
We also discussed our financials with her and another colleague.
We highly recommend Melisa for her extensive knowledge of Medical plans with Medicare.

Melisa helped me set up an IRA account to set me up for my future! She made time that fit into my schedule to meet with me and made the process SO easy! I came in very confused and full of questions about the whole process. She explained everything that goes on with the account in depth and how it works as well as advised me what directions to go to get the best outcome! She also explained all of the sources that contribute to my account and what they do so I wasn’t left with any confusion or questions! I feel really secure about my financial future and I 100% trust that Melisa will continue to steer me in the right direction and help me along the way to get the best success I can!

Melisa is great to work with. Very knowledgeable about the products that she works with and provides great service. She also provides great follow up with the vendors that currently have your money. Would highly recommend her for your financial needs.

Melisa is amazing to work with and she will definitely take care of all your financial needs!! Would give her more than 5 stars but that's all Google would let me!

As always, Melissa provides excellent service assisting us with our health insurance needs.

Working with JAG gives me confidence that my money is invested well. They take my goals and translate into a portfolio that will make those goals a reality. It isn't just a one and done either. They continue to evaluate and tweek to ensure I am always on the right track. Melisa is a joy to work with, is an excellent listener and stays in regular contact. I highly recommend JAG financial to manage your money.

Melissa has helped my husband & I with our medicare supplement insurance. She alaways explains everthing to us in detail & if we ask a question she does not know she finds us the answer. She has also helped our son in law find medical insurance in a few days before his ran out. She cares about her clients.

Melisa is very professional and has a wide variety of knowledge to help anyone with their finance or life insurance needs. She helped me with investing in my retirement.

Melisa is very professional a regular miracle worker saved me money time and a lot of grief I have sent her to friends who have experienced the same results Don’t hesitate call her! Very satisfied with all her help

Melissa has been helping me with health and life insurance for the past year. She is always quick to answer any questions and deal with issues.