Jeff Wagner
Financial Advisor|ChFC®, CLU®, RHU®
Personal
I have resided in Stow, Ohio with my wife Carol since 1978. We have two grown children. Our daughter Tami and her husband, Frank, live in Stow with their three girls. Our son, Brett, lives in Cuyahoga Falls. We were active in school activities while our children were attending Stow Schools and are active in the community.
I served in the United States Coast Guard from 1964 to 1973 and attained the rank of Lieutenant (O-3)
I enjoy golfing, gardening and swimming.
Professional
Jeff Wagner uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Jeff helps people:
- Identify both short and longer-term goals for you and your family
- Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.
Jeff has earned the following designations from The American College:
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
- Chartered Life Underwriter (CLU®)
- Registered Health Underwriter (RHU®)
Associations and Memberships
- Past President of the Grape Escape, fundraiser for the McDowell Cancer Center of Akron General Medical Center
- Board Member of the Akron General Development Foundation
- Member Rotary Club of Stow-Munroe Falls
- Past Member of Stow Munroe Falls School Board 1988-2000 (President of Board 3 years)
- Member of Society of Financial Service Professionals and past President of the Akron Chapter
- Member of the National Association of Insurance and Financial Advisors (NAIFA)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2012
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Years of Experience
Representing Northwestern Mutual since 1986.
Education
- La Salle University - Law (Bachelor of Laws/Juris Doctor)
- United States Coast Guard Academy - Management (Bachelor of Science)
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeff Wagner.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
