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Jason Idell

Planned Giving

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855.324.4308

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More about Jason

Jason is dedicated to helping individuals and organizations align their financial goals with their values. At AGFinancial, we believe financial planning should support both personal well-being and meaningful impact — and that’s the heart of how Jason approaches his work. Jason is passionate about connecting clients with thoughtful strategies for giving, legacy planning, and stewardship that reflect their faith and long-term vision.


With a commitment to attentive service and deep care for each client’s journey, Jason is here to walk alongside you as you plan for the future. Whether you’re exploring your options or ready to take the next step, Jason looks forward to helping you pursue your financial and ministry goals with confidence.

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