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Finance Advising reviews in Dove Creek

  • A
    S Jagusch Financial & Retirement Planning
    Shortly after I retired, Stephen Jagusch and Associates was recommended to me by a friend.  Steve makes a couple of trips per year to the area in Colorado where I live, so we met on one of those trips. After talking with Steve he suggested that I send him copies of my monthly investment statements which I did.  I had possibly fifteen different mutual funds etc that had been showing a pretty lackluster performance.  He sent me a large binder with printouts and graphs showing the the individual funds performance and told me what was wrong with my investments at this stage of my life. He suggested I consolidate all of funds into three or four investments and he explained why.  After I told him to proceed, he sent me papers to sign that pertained to each of my funds. After I signed the papers and returned them to him the process seemed to take on a life of its own and all of the transfers were completed in just a few weeks.  The result has been a simplified portfolio and a higher rate of return.  Steve and I email on a regular basis mostly on matters that have nothing to do with investments, but he lets me know fairly regularly how my investments are doing  and of course he is always available  if I have a question.  He is a "no pressure" person and very comfortable to work with. In the "cost of service" you notice that I put zero dollars because he is paid by the fund company that he uses. I have no idea what that amount is, but everyone has to eat. I would wholeheartedly recommend Stephen Jagusch and Associates to take care of any your investments.
    - David M.
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Financial Advisors in Dove Creek

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