Hagar Investments, LLC is an independent, family-owned Citrus County retirement income, investment management, and estate preservation firm headquartered at 2121 SE U.S. Highway 19 in Crystal River, Florida (ZIP 34429, with a second Citrus County branch at 950 W Main St, Inverness, FL 34450), offering fiduciary investment advisory services through SEC-registered Investment Adviser Sigma Planning Corporation (CRD #110692, SEC File #801-20404) and securities through FINRA/SIPC member Parkland Securities, LLC (CRD #115368). Led by Managing Principal and Investment Adviser Representative Gregory Brannen Hagar (Individual CRD #4401723, continuously registered since 2001 with 25 years of Nature Coast financial advisory experience), the firm provides hands-on, multi-generational retirement planning to families across Crystal River, Sugarmill Woods, Homosassa, Meadowcrest, Lecanto, and Inverness.
Operating along the Suncoast Boulevard (US-19) corridor in Crystal River and along West Main Street (SR-44) in Inverness, Gregory Hagar specializes in conservative capital preservation, dividend-and-income portfolio management, Florida Retirement System (FRS) DROP lump-sum rollovers, Duke Energy 401(k)/pension consolidations, SECURE 2.0 RMD and QCD tax planning, and Social Security spousal and survivor claiming optimization.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Sigma Planning Corporation (CRD #110692); SEC IAPD Individual Profile — Gregory Brannen Hagar (CRD #4401723); Hagar Investments, LLC — Crystal River & Inverness Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-20404; fiduciary investment advisory services offered through Sigma Planning Corporation (CRD #110692) and securities through Parkland Securities, LLC (CRD #115368) at 2121 SE US Highway 19, Crystal River, FL 34429 (Phone: 352-795-2697) and 950 W Main St, Inverness, FL 34450.
Issuer: SEC IAPD / FINRA BrokerCheck
Notes: Led by Gregory Brannen Hagar (CRD #4401723, registered since 2001), serving West and East Citrus County retirees from offices in both Crystal River and Inverness.
Factual details and direct answers about Hagar Investments, LLC — Sigma Planning Corporation (Crystal River & Inverness Offices — Gregory B. Hagar)'s services, licensing, and credentials.
How is Hagar Investments in Crystal River and Inverness regulated for fiduciary investment advice?
Hagar Investments, LLC (2121 SE US Highway 19, Crystal River, FL 34429; 352-795-2697) is led by Managing Principal Gregory Brannen Hagar (CRD #4401723, registered since 2001). Fiduciary investment advisory services are offered through Sigma Planning Corporation (an SEC-registered Investment Adviser, CRD #110692, SEC File #801-20404), and securities are offered through Parkland Securities, LLC (CRD #115368).
Does Hagar Investments maintain physical offices on both the West and East sides of Citrus County?
Yes. Hagar Investments operates its primary West Citrus office at 2121 SE U.S. Highway 19, Crystal River, FL 34429 and a second Citrus County office at 950 West Main Street, Inverness, FL 34450.
What retirement income and tax strategies does Gregory Hagar provide for Citrus County seniors?
Gregory Hagar assists retirees with Florida Retirement System (FRS) DROP lump-sum rollovers, Duke Energy and private-sector 401(k)/pension rollovers, SECURE 2.0 Act Required Minimum Distribution (RMD) budgeting, Qualified Charitable Distributions (QCDs), and Medicare Part B/D IRMAA bracket management.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.