Wagner Investment Group

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.