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the personal side of Jeanne
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Jeanne Hagar, RFC®, CLTC®, LUTCF®, CRPC®
Financial Advisor

Jeanne enthusiastically works with her clients to fully understand their financial situation, identifying their goals and evaluating their risks, in order to develop customized viable strategy to achieve their goals throughout the various stages of their lifetime. Ultimately her clients have confidence in knowing that they understand their own solid plan, strategy and review process put in place and designed specifically to meet their objectives.

“It is the creation of a unique plan for each client that keeps me focused, excited and challenged over the years, as no two clients are the same. I truly love the work I do.” says Jeanne.

Over the years, Jeanne has cultivated many mutually respectful, trusting and rewarding lifelong relationships with her clients and their families. They appreciate her attention to detail and unwavering commitment to always seeking what’s best for their goals.

Jeanne successfully built a career in international trade and finance for 10 years prior to having her family. She re-entered the work force in 1991 as an insurance and investment representative for Prudential Financial. Jeanne joined The Hamilton Group in 2002, and became an advisory representative for Lincoln Financial Securities.

She holds the professional designations of Registered Financial Consultant, Life Underwriter Training Council Fellow, Certified Long Term Care Specialist and Chartered Retirement Planning Counselor. She is a member of the Financial Planning Association of Massachusetts.

Jeanne graduated from Salem State College with a bachelor’s degree in foreign languages and business. She studied at the Université de Caen in Normandy, France, and graduated with honors from its international program.

Jeanne Hagar

My mom and dad taught us the best lessons by example: a strong work ethic, dedication and commitment, family values, strong faith, honesty and trustworthiness, kindness and compassion. They showed and taught us these wonderful traits by example in the way they lived their lives.

My greatest wish is that I can pass these values and lessons onto my children and grandchildren as my way of honoring and keeping the legacy of my parents and grandparents alive. I have carried these values within my practice where each client, regardless of the size of their accounts, is made to feel special. Their needs, concerns and goals are very important to me.

I believe in giving back. I am involved with U.S. Women of Today, a charitable organization dedicated to serving the needs of its communities. I have served on the U.S. board of directors and as president at both the local and state level, and have been awarded the distinct title of Ambassador from the national organization for my many years of service and commitment.

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