2020 Quarterly Financial Review

2019 Quarterly Financial Review

(805) 339-0760
196 S. Fir Street, Suite 140
Ventura, CA 93001

Investment & Wealth Planning Since 1987

Wagner Financial, Inc. has been committed to helping individuals, families, and businesses grow, preserve, and distribute wealth since 1987. We are thoughtful independent fiduciaries.

Proud to be a member of the California Green Business Network. Learn more here.

Wagner Financial is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Wagner Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wagner Financial. unless a client service agreement is in place.

CA Insurance #0573099

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