John W. Wagner - Wilmington Advisors @ M&T

Services Offered

• Investment analysis
• Goal-based financial planning
• Personalized financial planning

About

John Wagner is a financial advisor based in Rochester, New York, affiliated with Wilmington Advisors at M&T. He specializes in creating personalized financial plans that align with clients' unique goals and circumstances. John offers services such as investment analysis and goal-based planning, ensuring that clients have a holistic understanding of their financial situation. His approach focuses on prioritizing clients' needs, wants, and aspirations, making him a valuable resource for individuals seeking tailored financial guidance.

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