Wagner Financial Services

Who We Are

Wagner Financial Services is a leading financial organization located in Bismarck, North Dakota. Our experienced team of financial professionals is dedicated to providing personalized guidance to individuals and families as they navigate the complexities of financial planning. With years of experience in financial services, we offer a comprehensive range of services designed to help our clients achieve their financial goals.

Our Commitment

At Wagner Financial Services, our commitment is to provide exceptional service and expertise to our clients. Our team of experts is dedicated to understanding your unique financial situation and providing tailored solutions to help you achieve financial independence. We take pride in our reputation for excellence in the industry and strive to build lasting relationships with our clients.

Our Services

Our financial professionals have extensive experience in financial services and offer a range of services to help you achieve your financial goals. Some of the services we offer include:

Retirement Planning

Our team of experts can help you prepare for a secure retirement by creating a personalized plan that addresses your unique financial situation and goals. We'll work with you to create a comprehensive strategy that includes potential sources of retirement income, such as Social Security and pensions, and help you optimize your retirement savings.

Investment Services

Our investment professionals can help you make informed investment decisions and create a customized investment strategy tailored to your needs and goals. We offer a range of investment options, including stocks, bonds, and other securities, to help you grow your wealth over time.

Estate Planning

Our estate planning services can help you ensure that your assets are distributed according to your wishes and protect your loved ones from financial uncertainty. We can help you create a comprehensive estate plan, including wills, trusts, and powers of attorney, to ensure that your wishes are respected and your loved ones are protected.

Insurance

Our insurance professionals can help you create a personalized insurance plan that addresses your specific needs and goals. We offer a range of insurance products, including life insurance, disability insurance, and long-term care insurance, to help you protect your income and assets from unexpected events.

Tax Services

Our tax professionals can help you minimize your tax liability and maximize your savings. We offer tax preparation and planning services, including strategies to reduce your tax burden and optimize your tax savings.

Lifestyle Planning

At Wagner Financial Services, we believe that financial planning is not just about numbers and spreadsheets - it's about achieving your financial goals and living the lifestyle you want. Our lifestyle planning services can help you create a personalized plan that aligns your financial goals with your values and priorities.