James Wagner

Credentials:
  • CLU®
  • ChFC®
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See James’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact James

*Fields are required

Lincoln Satellite Office - Pine Lake Road

Satellite Office

2935 Pine Lake Road Suite H
Lincoln, NE 68516

CRN201912-180567