Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn T. Hagan is a Certified Financial Planner™ and an Investment Advisor Representative at Rockwood Wealth Management, LLC in New Hope, Pennsylvania. John has been in the financial industry since June 2018. John has been with Rockwood Wealth Management since June 2018 and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. John is also a member of the CFP Board.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/27/2018 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 08/27/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Hagan is the right advisor for you? Invested Better is here to help.
