Video Introduction

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Professional

Jeff Wagner uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Jeff helps people:

Identify both short and longer-term goals for you and your family
Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.


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.

Associations and Memberships

President of the Grape Escape, fudraiser for the McDowell Cancer Center of Akron General Medical Center

Board Member of the Akron General Development Foundation

Member Rotary Club of Stow-Munroe Falls

Member of Stow Munroe Falls School Board 1988-2000 (president of Board 3 years)

Member of Society of Financial Service Professionals and past President of the Akron Chapter

Member of National Association of Health Underwriters

Member of the National Association of Insurance and Financial Advisors (NAIFA)

 

Years of Experience

I have been a Financial Representative since 1986.

Education

Degree Major Institution
Bachelor of Laws/Juris Doctor Law La Salle University
Bachelor of Science Management United States Coast Guard Academy