Bruce Hagan
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  • About
  • Client Services
  • FAQ
  • RBC
  • Contact
  • Broker Check
  • Disclosures
Bruce Hagan
  • Home/
  • About/
  • Client Services/
  • FAQ/
  • RBC/
  • Contact/
  • Broker Check/
  • Disclosures/
Bruce Hagan

We are a full service financial planning firm that serves the North Florida area.

Bruce Hagan
  • Home/
  • About/
  • Client Services/
  • FAQ/
  • RBC/
  • Contact/
  • Broker Check/
  • Disclosures/

Client Services

Our focus is on creating a financial plan that fits your needs, both today and in the future. We use the best financial products and services available through NBC Securities. Listed below are just a few of the topics on which we provide advice, products and services.

Retirement Planning

  • Employer sponsored plans
  • IRAs
  • Annuities
  • Business Retirement Plans

Personal Finance 

  • Budgeting and maintaining cash reserves
  • Planning for life events

Investment Planning

  • Stocks and bonds
  • CD's, Mutual Funds, ETF's
  • Designing and Managing your portfolio

Estate Planning

  • Creating and preserving a family legacy
  • Charitable giving
 

3116 Capital Circle N.E., Ste. 10
Tallahassee, FL 32308

T: 850.386.1112       |       F: 850.386.6669       |       E:  bruce@brucehagan.com

Securities and Investment Advisory services offered through NBC Securities, Inc. Member FINRA and SIPC. Investment products 1) are not FDIC insured 2) not guaranteed by any bank and 3) may lose value including a possible loss of principal invested. NBC Securities does not provide legal or tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with a legal or tax consequence.