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Mr. Wagoner was professional and extremely responsive to all of my needs and requests. He showed a genuine interest in helping me address my financial future in a personalized and extremely thorough way. I would strongly recommend him to anyone else seeking financial services help.Feb 17, 2020
I was absolutely thrilled with the quality of service that was provided! Every aspect was clearing explained in the most professional manner. I felt at easy and comfortable with how everything was handled. Would definitely recommend for anyone who’s looking for financial assistance. Big thank you to Team Wagoner for everything !!Feb 19, 2020
My experience with Luke, has been nothing but exceptional. I trust him deeply and he has never been less than great with me as his client. I am so glad to have him manage my financial advising and reassure me that I’ll always be taken care of and valued. I look forward to the future with my agent and we will both benefit from working together in the short and long run.Feb 18, 2020
Luke was the first and likely the last financial analyst I worked with. Our visit was very timely, he worked around my schedule and was very attentive of my wants and needs. Furthermore Luke was able to process my financial data and direct me towards a personalized plan that best fit my future. It was overall a fantastic experience working with Luke and I would highly recommend him to anyone searching for a professional, punctual and personal financial service provider.Jan 25, 2020
Luke was my financial advisor and he was very professional and knowledgeable. He answered all my questions and was easy to talk to. I would recommend him to all my friends.Feb 17, 2020
- What should the customer know about your pricing (e.g., discounts, fees)?Our clients are never charged for meeting with us, the only time the client is expected to pay is when they choose to invest in securities or they purchase any insurance protection.
- What is your typical process for working with a new customer?Our process consists of speaking with a client to determine if we would be a good fit for each other. If it makes sense for us to work together the client will sit down with us again in order to give us their personal, professional, and financial goals. It is our team's job to build them a road map on how to reach those goals in the timeline they desire.
- What education and/or training do you have that relates to your work?Every member of our team has a bachelors in business with an emphasis in finance. We also have passed several state exams making us eligible to broker securities and insurance.