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Wagner Investment Group

verified

Financial Consultant in Cedar Rapids

open
Today 08:00 AM - 05:00 PM

4201 42Nd Street Ne Suite 100 Cedar Rapids IA, 52402

(319) 447-4266

website

General Description

Wagner Investment Group, based in Cedar Rapids, IA, is a financial advising firm providing comprehensive wealth management solutions. They offer personalized investment services, focusing on helping clients achieve their long-term financial goals. Their services include portfolio management, retirement strategies, and risk management. Wagner Investment Group caters to high and ultra-high net worth clients, offering estate strategies, life insurance planning, and charitable giving legacy planning. They also provide customized education strategies, social security optimization, and special needs trusts. Small business owners benefit from their cash flow analysis and debt management expertise.

Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


Wagner Investment Group
4201 42Nd Street Ne Suite 100
Cedar Rapids, IA 52402
(319) 447-4266
Driving Directions
(319) 447-5700

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