301 Oxford Valley Road
Wagner Financial Services
A full-service financial firm
When Markets React
It May Be Time for a Financial Checkup
Welcome to the Wagner Financial Services web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you utilize the expertise and knowledge of Wagner Financial Services. The approach to financial planning that is taken by Marc Wagner and his team, is to utilize tax preparation as a diagnostic tool to formulate an effective financial plan for you.
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with tax and financial planning professionals to pursue your financial goals.
Wagner Financial Services is here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in taxation and of personal finance.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.