Jack Waggoner CFP®

Jack Waggoner CFP®

Retirement Planning Specialist

At Retirement Group
 Over 15 years experience in the Financial Services Industry, Specializing in:
Retirement & Financial Planning
Investment/Wealth Management
Life/Disability Insurance
Estate Planning
College Planning


Graduated University of Rochester in Rochester, NY in 1994
B.A. Economics
Minor in Organizational Psychology


 Attained CFP®, Certified Financial Planner Professional on June 4, 2005
 Attained “Retirement Planning Specialist” designation from Wharton Business School    
at University of Pennsylvania on October 6, 2006
Attained RICP®, “Retirement Income Certified Professional” on January 1, 2015
Professional Member of Kingdom Advisors since 2007
Professional Relationship with Crown Financial Ministries since 2007


 Equitable Advisors Awards:
National Leaders Corps 2002-2015
Centurion Award 2004, 2006-2015


 Reside in Corfu,NY with wife, Kim, and three children, Ben (15), Paige (13), Brad (11)


Mission Statement: to empower you to make informed decisions with a focus on objective guidance toward meeting your specific and broad financial goals, while striving to maintain the highest levels of integrity, competence, and professionalism, in order to act in the best interest of each client, as a faithful steward of all entrusted with my practice.


CFP® and CERTIFIED FINANCIAL PLANNER ™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These
marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


Retirement Planning Specialist awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the Unversity of Pennsylvania.


 The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e- mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com




Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Harbortown Financial Group is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (585) 344-7041
Fax (585) 344-7042
Mobile Phone (716) 560-1383