Richard S Wagner III
Financial Advisor|CLU®, CLTC®
Turn your dreams into reality!
Our Commitment To You
We are committed to treating you as a valued client and delivering the following:
- Timely Service
When you call or email us, you can expect a reply within 24 hrs. Please bookmark our website http://www.richwagner.nm.com or call us at 336-714-5064
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24/7 Account Access
You have access to your account information online anytime and on any device. By creating an account, you can review your insurance and investment details, pay premiums, go paperless and connect external accounts to see your entire financial picture.
- Annual Reviews
It is my promise to meet with you on an annual basis to review your plan and performance toward your goals. You will receive an updated copy of your plan and performance for your reference. As part of our reviews, we will look at all your assets and investments for a holistic view of your financial situation. - Monthly Newsletters & Weekly Market Updates
If interested, we will provide a monthly email newsletter with pertinent information on financial and economic issues in a quick, easy-to-digest format and, we will deliver Weekly Market Commentary email newsletters to you to provide the latest on the economy and investments. You can always opt out of these.
Get to know my dedicated team
My staff & I take customer service very seriously! Together, we are committed to providing exceptional customer service to all of our clients. We are here to help you in any way we can.
If you need to schedule an appointment, make changes to your policy, submit a claim, or request any other service, please reach out to us via phone or email and we will be happy to assist you.
Richard S Wagner III
CLU®, CLTC®
Financial Advisor
People are so busy – they don’t have time to get all their financial affairs in order and then monitor them on a regular basis. Our process is to learn all that we can about what you want to do, explore the opportunities available to you, and then provide tailored solutions so you can get back to doing what you love. It’s your time to live life differently!
Gina C Turner
Director of Operations and Client Service
Gina has been with Northwestern Mutual since 2017 and brings decades of valuable experience in Customer Service. Her main focus is overseeing the practice's daily operations and assisting clients. She received her degree in Business Administration from Virginia Commonwealth University.
When not at work, Gina is a passionate dog advocate who has been involved in dog rescue, fostering, and transporting for over 21 years. She enjoys spending her free time with her dog, hiking, and going to the beach.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Brent Hedrick
CLU®, ChFC®, CLTC®
Financial Advisor
Brent Specializes in Wealth Managment & Investments