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. Our Primary Purpose 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. Gerald Haggerty, a lifelong resident of Jim Thorpe started Haggerty Financial in 2005. He brings 15 years of investment experience and over 20 years of tax experience to the firm.