Financial services

designed to PROTECT

the future of your family.

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We are the best firm to your needs

We are a financial & Insurance Firm independently owned located in the Charlotte, North Carolina area. We are proud to have team members who have a passion for making a difference.

At Wagner Agencies, we grow together, we learn every day, we recognize the unique talents of our people and offer the best place to achieve professional goals.

Asset Protection

Preserving your assets is fundamental to our financial offerings. Wagner Agencies employs our innovative risk assessment tools to gauge your risk exposure, crafting a tailored strategy to secure your wealth for the prosperity of future generations.

Life Insurance

Secure your family's future with the right life insurance policy. Whether you're in the prime of your career or nearing retirement, our dedicated team is here to guide you toward the perfect plan tailored to your unique needs. Don't leave your loved ones' financial security to chance—let us help you prepare for the unexpected, ensuring peace of mind every step of the way.

Family Protection

At Wagner Agencies, we understand the importance of a well-crafted financial plan. It goes beyond securing your own future—it's about safeguarding your loved ones too. Our expert team is dedicated to helping clients build generational wealth that shields against the impacts of taxes, rising healthcare cost and life’s unexpected hurdles.

Legacy Planning

Your wealth reflects years of dedication and hard work. Ensuring the financial security of your loved ones provides invaluable peace of mind. Our team specializes in meticulous legacy planning, strategically minimizing liabilities. Collaborating with adept attorneys, we ensure the seamless transfer of your wealth, preserving your legacy for generations to come with utmost professionalism.

Retirement Planning

Retirement planning transcends mere savings—it's about securing a fulfilling retirement journey. With nearly two decades of expertise, our team of advisor are committed to guiding you toward your goals. While amassing wealth is vital, our analysis ensures your nest egg sustains your lifestyle throughout retirement. Trust Wagner Agencies to craft an income plan tailored to your needs, ensuring your wealth endures.

Tax Planning

Effective tax planning is vital for maintaining your financial security and prosperity. By leveraging a range of sophisticated techniques and staying updated on the latest tax regulations, we ensure that Uncle Sam doesn't unfairly deplete your hard-earned fortune. With our team's expertise and collaborative effort with CPAs, you can confidently navigate the complexities of taxation while safeguarding your wealth for future generations.

Making important life decisions clear

Whether you are looking to provide for your loved ones, plan for your retirement, or accumulate wealth, our financial professionals can assist you.

Protect your Future

You can protect your loved ones with many types of insurance products offered through Wagner Agencies. Whether it is through traditional life insurance, mortgage protection, final expense coverage or even giving your children an excellent start on a bright future, our financial experts are here to help guide you every step of the way.

Retirement Income Planning

Retirement planning involves determining income goals and what is needed to achieve those goals. You should have financial independence no matter where you are in your retirement savings process. Ask one of our financial experts how our annuity and insurance protections products offered by Wagner Agencies can help bring your retirement goals to life!

Worksite Benefits

What are Voluntary Worksite Benefits?

One of the best ways to attract and retain quality employees is to offer a competitive, comprehensive benefits package. Voluntary worksite benefits, also known as supplemental insurance, are a cost-effective solution to help employees offset out-of-pocket medical expenses. Let us help you build and retain quality relationships with your employees.

Wagner Agencies Stories

What our customers are saying
My family had the pleasure of meeting with Andrew Wagner.
As our representative, he was professional, informative, fun, and passionate about what he does! You can tell that he and the company truly care about the families they serve! I am relieved in knowing that heaven forbid, we would have to file a claim, that we will have a knowledgeable, compassionate,
Selena Turner

Thank you so much, Kelly! You are awesome and put me at ease knowing that my family will be taken care of should anything happen to me. I appreciate you taking the time to explain everything and considering what is right for my family.

Lucia Gonzalez

Make a Difference

As a company, we recognize that it is not simply about your position, but about who you are, and about the impact you will have on the world and your loved ones.

 

LEARN

We can help you master the business skills and leadership mindset needed to successfully bring your ideas to life.

TRAIN

Enhance your professional skill-set with training designed to help you develop your career and reach your goals.

LEAD

Learn how to become a successful leader, improve communication, make better decisions, and build a team.

GROW

Our culture enables you to become the best version of yourself

CHECK OUT LIFE AT #WAGNERAGENCIES

”We want a motivating and innovative culture where everyone who joins feels they have opportunities to succeed and grow.”