Merrill Lynch Financial Advisor Charles Wagner

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Charles Wagner is a financial advisor based in Billings, Montana, offering personalized investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide tailored financial solutions. As a Certified Financial Planner (CFP®), Chartered Investment Management Analyst (CIMA), and Certified Plan Fiduciary Advisor (CPFA), he brings a wealth of expertise to his practice. Charles serves individuals and families seeking to achieve their financial objectives through informed decision-making and strategic planning.

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