Jeffrey Hakes
Financial Advisor
About
Committed to helping individuals and families pursue financial security
Deeply experienced in working with retirees and understanding their unique planning needs
Passionate about providing financial clarity and building confidence through education and guidance
Believes everyone deserves access to personalized, strategic financial advice
Experience
Jeff Hakes brings a wealth of experience and dedication to helping individuals and families pursue long-term financial security. With a strong background in serving retirees, Jeff has gained insight into the complex challenges and opportunities that come with preparing for retirement.
His commitment to service extends beyond his profession—Jeff has provided pro bono financial guidance to underserved communities, helping individuals make informed decisions and feel empowered about their futures. This work is rooted in his belief that financial planning should be accessible to all.
At Wealth Strategies Financial Group, Jeff is focused on creating customized financial strategies aligned with each client’s goals, values, and lifestyle. Whether guiding clients through retirement planning, investment strategies, or major life transitions, Jeff approaches each relationship with a genuine desire to make a meaningful impact.
Family
Outside of work, Jeff enjoys fitness, cycling, volunteering, and being an active family member. He is honored to be part of the Wealth Strategies Financial Group team and looks forward to continuing his mission of helping clients find financial peace of mind.