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Wagner Financial Services

Wagner Financial Services

385 Oxford Valley Rd, Ste 410, Morrisville (PA), 19067, United States

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(215) 321-0103

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About Wagner Financial Services is a full-service financial firm committed to helping people pursue their financial goals.
Wagner Financial Services cover
Mission Marc Wagner & his team help their clients and their families develop and implement a comprehensive financial plan designed to meet their individual unique goals and objectives. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. Wagner Financial Services endeavors to know and understand your financial situation through income tax preparation. Wagner Financial Services will provide you with only the highest quality information, and programs to help you reach your goals by understanding and evaluating your tax return. Our promise is to always provide the best possible service, allowing you to always rely on us to provide guidance and help with all your financial services.
Description Wagner Financial Services is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial programs and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following programs and services:


•Financial Planning*
•Retirement Planning*
•Educational Planning
•Estate Planning
•Mutual Funds*
•Tax Preparation
•Accounting

Please call us if you have any questions about our firm or the range of financial programs and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a program or service, we know a group that does.

Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
Founded Marc S. Wagner
  • 385 Oxford Valley Rd, Ste 410, Morrisville (PA), 19067, United States
  • Get Directions

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