Client Testimonials

Hear From Our Clients

Wagner Financial Services cares deeply about our clients and building relationships to last a lifetime. Below are some testimonials from our valued clients.

David Kenneck

Current client, on 10.24.23

“Marc has been doing our tax preparation and financial planning for more than 30 years. Following his advice over the years has proven to be very beneficial. We have recommended him to many friends and family who have also become satisfied clients.”


This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Daniel Morehouse

Current client, on 10.25.23

“I have known Marc Wagner for more than thirty years. I don’t remember how we got in touch with each other, but I am glad we did. In the beginning Marc acted as my tax accountant. I had investments through my employer, but they weren’t within Marc’s purview. However, any time I needed advice, he was more than happy to guide me to the right decision with those investments. Invariably, he was right on the money — pun intended.


When I retired in 2009, Marc became my portfolio manager. He has been there with sage advice through all the ups and downs that we have all experienced. He also talked me off the ledge on more than a few occasions. Marc loves what he does, and it shows. He is extremely knowledgeable, professional and a true gentleman. I am pleased to call him my friend as well as my money guy.”


This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

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Wagner Financial Services offers years of experience and an array of solutions to help you prepare for everything that comes next.

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