Jamie Monagan

Jamie Monagan Email and Phone Number

Providing a well-rounded approach to retirement and wealth planning for families, executives, and entrepreneurs @ Savage and Associates
maumee, ohio, united states
Jamie Monagan's Location
Sylvania, Ohio, United States, United States
Jamie Monagan's Contact Details
About Jamie Monagan

Since 2002, I have dedicated my practice to educating and assisting individuals in all stages of their financial planning journeys. I understand the complexity and importance of financial decisions, and for this reason I take a holistic planning approach.This approach focuses on….• Wealth Accumulation Management and Transfer Objectives• Income and Distribution Planning for your retirement• Life Insurance, Long-Term Care and Protection StrategiesIn addition to servicing my clients, I enjoy spending time with my family, boating, skiing and fishing on lake Erie. Rock climbing also serves as a passion for me. I enjoy climbing because it provides growth, connection and meaningful play. I have climbed in the Red River Gorge, the New River and the Shawangunk Ridge,.If you're ready to put your financial plans to work for your future, I'd welcome the opportunity to spend time with you. Connect with me at Jamie.Monagan@SavageandAssociates.com to get the process started.***Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Jamie Monagan's Current Company Details
Savage and Associates

Savage And Associates

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Providing a well-rounded approach to retirement and wealth planning for families, executives, and entrepreneurs
maumee, ohio, united states
Website:
savageandassociates.com
Employees:
139
Jamie Monagan Work Experience Details
  • Savage And Associates
    Financial Services Professional
    Savage And Associates Jan 2002 - Present
    Full service financial services providing insurance, securities and investments for business owners, individuals and groups.
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  • Kaufman Engineered Systems
    Account Manager
    Kaufman Engineered Systems 1999 - 2002
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  • St. John'S Jesuit High School & Academy
    Educator
    St. John'S Jesuit High School & Academy Aug 1995 - May 1999
    Toledo, Ohio Area
    Worked as a Loyola Volunteer the 1st year and taught Math and Theology. Then taught Theology years 2-4
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Jamie Monagan Skills

Retirement Insurance Retirement Planning Investments

Jamie Monagan Education Details

Frequently Asked Questions about Jamie Monagan

What company does Jamie Monagan work for?

Jamie Monagan works for Savage And Associates

What is Jamie Monagan's role at the current company?

Jamie Monagan's current role is Providing a well-rounded approach to retirement and wealth planning for families, executives, and entrepreneurs.

What is Jamie Monagan's email address?

Jamie Monagan's email address is ja****@****uno.com

What is Jamie Monagan's direct phone number?

Jamie Monagan's direct phone number is +141928*****

What schools did Jamie Monagan attend?

Jamie Monagan attended Fordham University, St. John's Jesuit High School & Academy.

What are some of Jamie Monagan's interests?

Jamie Monagan has interest in Kayaking, Skiing, Investing, Business Development, Business Continuation, Hiking, Rivers, Coaching My Kids, Movies.

What skills is Jamie Monagan known for?

Jamie Monagan has skills like Retirement, Insurance, Retirement Planning, Investments.

Who are Jamie Monagan's colleagues?

Jamie Monagan's colleagues are Beth Wise, William Kanary, Kristen Lyell, Steve Cochran, Amy Crow, Maria Mohler, Drew Paule.

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