At Wagner & Associates, we put the client first and strive to offer them impeccable service.When working with us, we believe you can benefit from a number of advantages, including:
A Caring Mentality
We are focused on serving as a caring firm in which you can feel comfortable sharing your personal fears, concerns, and dreams.
We enjoy building long-lasting partnerships with our clients and some of these relationships have now surpassed twenty years. We believe that by working closely with you and staying in touch, we can help you feel confident in and comfortable with your financial future.
Getting Things Done
We're all so busy these days, wouldn't it be nice to take care of business at your convenience and still have a personal advisor? We can meet with you personally, review with you over the telephone, and make any changes through the ease of email, fax, and in some cases DocuSign. This will give you more time to spend doing what's most important to you!
As associates of our independent firm and registered representatives with broker-dealer Signator Investors, Inc., our professionals have access to a wide range of services and solutions but aren’t tied to any one product. We offer objective guidance and unbiased recommendations.
A Focus on Your Financial Roadmap
Do you ever get "rerouted" by your GPS when you're certain you're going in the right direction? Frustrating, right?! We focus and work with you to develop a comprehensive strategy for your personal roadmap.