Jeff Wagner, ChFC®, CASL®, CLTC, CLU®, RHU®Financial Advisor |
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Office: 330-668-6127 3800 Embassy Pkwy Video IntroductionRefer a FriendDo you know someone who might share your concerns about financial security? Account AccessClient CenterAdvanced Planning
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For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward of financial security and continued growth.Whether you are planning for your own financial needs or those of your family or your business, Jeff Wagner can help you find the right answers. Jeff Wagner will conduct a thorough fact finding, ask difficult questions, and take the time to get to know you.Contact Jeff Wagner today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come.Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeff Wagner.
My MissionIt is Jeff Wagner's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Jeff provides to clients.By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Jeff Wagner will do his best to help you protect and provide for those people you care about most. Jeff will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeff Wagner.Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Jeffrey Scott Wagner is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1801 E 9th St Ste 800, Cleveland, OH 44114-3103, 216-241-5840, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and Northwestern Mutual - Northern Ohio/Akron are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jeffrey Scott Wagner is primarily licensed in Ohio and may be licensed in other states. |
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