Jamie Monagan
655 Beaver Creek Circle, Maumee, OH 43537
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
655 Beaver Creek Cir, Maumee, OH 43537, United States
About the Business
Jamie Monagan is a finance institution located at 655 Beaver Creek Circle in Maumee, Ohio, United States. Since 2002, Jamie Monagan has been dedicated to educating and assisting individuals in all stages of their financial planning journeys. With a holistic planning approach, Jamie focuses on wealth accumulation management and transfer objectives, income and distribution planning for retirement, as well as life insurance, long-term care, and protection strategies.
In addition to serving clients, Jamie enjoys spending time with his family, boating, skiing, and fishing on Lake Erie. Rock climbing is also a passion for Jamie, with climbing experiences in the Red River Gorge, the New River, and the Shawangunk Ridge.
Jamie Monagan graduated from Fordham University in 1995 with a BS in Business Management and taught at St. John’s Jesuit High School for four years. Securities registered in multiple states, including IL, IN, MA, MI, OH, WV, FL, GA, and KY.
Jamie and his family reside in Sylvania, Ohio, where they continue to enjoy outdoor activities. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth is separate from other entities mentioned, and services are available in various states across the country.
Please note that the information provided is for courtesy only, and when visiting external websites, you are leaving Jamie Monagan's website. Accuracy and completeness of information on external sites are not guaranteed.
Reviews
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