About Ten Haagen Financial Group

At Ten Haagen Financial Group our mission is to assist you in the achievement of your fiscal goals and optimize your financial independence with consultation, strategic planning and implementation. All initial consultations with Ten Haagen Financial Group are free and strictly confidential.

Ten Haagen Financial Group is an Independent Complete Financial Services Company. We specialize in investments, insurance, pension and retirement planning design and implementation, Lump Sum Distributed Assets Management and Professional Money Management coordination.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jon Ten Haagen, CFP

Founder & Principal




Retirement Income Specialist Wealth Management Specialist Certified Financial Planner Investment Consultant Insurance Consultant ABOUT TEN HAAGEN FINANCIAL GROUP At Ten Haagen Financial Group our mission is to assist you in the...

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Rick Betancourt

Investment Manager | Enrolled Agent

With a focus on investment management, Rick helps clients allocate investments to meet their financial goals. Whether its managing discretionary accounts or working with clients directly, Rick brings high-level expertise in creating,...

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Gail Rebalko

Office Manager




Gail is responsible for keeping the office running smoothly and overseeing administrative support. She attended Bronx Community College and Katherine Gibbs College. She has worked with Jon for over 20 years. 

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Marian Bruzzese

Office Manager

Marian serves as an Office Manager and Administrative Assistant to our group. She helps manage daily operations at our office and always greets clients with a smile. A.A.S Computer Science - Laguardia Community College

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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