Client Testimonials

Hear From Our Clients

Built on Trust

Where Relationships Lead the Way

At Wagner Financial Services, relationships always come first. We take pride in understanding our clients’ lives, goals, and challenges and in providing guidance that evolves with them over time.

Below are insights from clients who have trusted us to help guide their financial journey.

“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.”

– David Kenneck (Current Client)

“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.”

– Daniel Morehouse (Current Client)

Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site.  The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success.

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Wagner Financial Services offers years of experience and a broad range of solutions to help you confidently prepare for everything that comes next.

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