Very good advisors. I highly recommend! Read more

Jon is extremely knowledgeable and trustworthy. Very professional in my experience with him. Read more

I absolutely want to thank the staff In these trying times They definitely know there stuff and I appreciate there help I call them often and they are very friendly and have good advice Read more

Excellent attention to detail and follow up. I would strongly recommend Jon Hagan. Read more

Have known Jon for 10+ years. Definitely a hard worker and good guy Read more

Best team I’ve worked with. Jon’s team has diligently managed my investments and kept me involved along the way. Great services I absolutely recommend! Read more

I reluctantly went along with my friend to a financial planning meeting at U of L campus . Jon , who conducted the class , grabbed my attention instantly . Throughout I found myself thinking how happy I was to have tagged along on this rainy evening . (Thanks for inviting me Lisa) Call it fate, I call it a Blessing ... I am in fact knocking at the door of retirement & thanks to Jon for meeting with me after the initial classroom experience & reviewing my financial portfolio, I am on track ! I no longer have to guess if I’m making the right choices , I know I am . Do yourself a favor & get the peace of mind you need for this phase of your life called retirement... give Jon a call , better yet, sign up for his next class. (You owe it to yourself ) Read more

Jon was great to work with and saved me a lot of money in my 401(k) last year. Read more

Jon Hicks and company are very cutomer service oriented. Their retirement solutions make sense and I really like their approch to tax savings. Read more

J. Hagan always answers the phone or calls back ASAP and is eager to help in any way he can. He was very knowledgeable and kept me updated every step of the way. I would recommend him to help you plan for retirement. Read more

Jon has been a pleasure to work with. Over the year, we’ve made amazing growth toward my financial goals. He’s also very knowledgeable about what he has to offer and walks me through anything I don’t understand. Would highly recommend working with him!! Read more

Jon Hagan is wonderful to work with! He takes time explaining all of the options available to me and does so in a simplified and comprehensive way. When I told him what my goals were, he drew out a plan and is following through with what I want to accomplish. He is fantastic! Read more

I’ve been working with Jon for three years, and he is hands down the best financial planner. He’s attentive, takes the time to educate his clients, and responds quickly to any needs. He’s even working with my teenage son, helping him get started with youth investment accounts. Alex is truly passionate about teaching young people the importance of financial planning and investing. I can’t recommend him enough Read more

We recently became clients and couldn't be happier with our experience. From the very first conversation, the team was professional, knowledgeable, and incredibly patient in explaining all of our options. They truly took the time to understand our goals and made what could have been a complicated process feel simple and stress-free. We never felt rushed or pressured - just supported every step of the way. It is clear they genuinely care about their clients and their financial well-being. We're so grateful we found them and would absolutely recommend them to anyone looking for trustworthy, personalized financial guidance. Read more

I consider my association with J. Hagan to be one of the best life decisions I have ever made. Everyone there is friendly and helpful. They are passionate about getting to know your goals and concerns. They are amazingly knowledgeable and can explain all options available so I in conjunction with them make the best decisions. I work most closely with Cameron Wisley and I cannot express how great this has been. Knowledgeable, friendly, kind, insightful and down to earth would just be a start. Can't thank him enough. Read more