Wagner Financial Services

Specialties

Financial Planning, Accounting, Tax Preparation

History

Established in 1982.

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 Finacial Services will provide you with only the highest quality information, and programs to help you reach your goals by understanding and evaluationg 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.

Meet the Business Owner

Marc Wagner S.

Business Owner

Marc S. Wagner graduated from Temple University in 1971 and has been a practicing CPA since 1975. He started his own business in July of 1980. He achieved the Certified Financial Planner designation in 1987 and has been a Certified Funds Specialist since 1998. Marc has built his practice by using his knowledge of financial planning combined with his tax expertise to formulate programs that have helped clients to pursue their financial goals.

Marc gets to know his clients and their finances by preparing tax returns. He then uses the insight this process provides him to solve problems of his clients, sometimes before the clients know they have the problem.

In addition to helping clients, Marc has helped hundreds of other accountants learn and practice in the financial services industry. He has been a mentor to new H.D.Vest representatives and serves as a Chapter Director for H.D.Vest Investment Services by running several instructional meetings each year.