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Waggoner Financial, LLC

EST. AUM
$500,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Lansing
CRD Number
Website waggoner-financial.com
Client types

Overview

Waggoner Financial, LLC is a Lansing-based wealth management firm offering comprehensive financial planning and investment management services to individuals, families, and business owners. The firm helps clients safeguard personal assets, maximize cash flow, coordinate with tax and accounting professionals, and engage in property- and estate-related strategies rooted in decades of real-estate and mortgage experience. The practice partners with Private Advisor Group for advisory oversight and uses brokerage capabilities through LPL Financial. The Waggoner team emphasizes client-focused planning, frequent communication, and tailored portfolios that align with long-term objectives such as retirement, legacy, education funding, and income protection.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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