Stephanie Wagner-1865 Wealth Advisors

Stephanie Wagner-1865 Wealth Advisors VP, Wealth Advisor My name is Stephanie Wagner and I am a Wealth Advisor in Central Ohio with 1865 Wealth Advisors.

Putting together a plan to help meet your financial objective doesn't have to be a chore. I can help you discover how to take greater control of your financial future and develop personal and business strategies to help achieve your goals--whatever they may be.

As a police officer, if you have 25 years' pensionable service, you may retire on an ordinary pension paid immediately...
11/30/2022

As a police officer, if you have 25 years' pensionable service, you may retire on an ordinary pension paid immediately on retirement if aged 50 or over. 🚨

Why choose us? ⬇Our heritage of stability, consistency and superior performance has earned us a reputation for providing...
11/28/2022

Why choose us? ⬇

Our heritage of stability, consistency and superior performance has earned us a reputation for providing reliable, unbiased advice for generations of families.

📍Western New York 📍Central Pennsylvania 📍 Great Lakes Region 📍Central Ohio We have advisors ready to help you! ...
11/25/2022

📍Western New York
📍Central Pennsylvania
📍 Great Lakes Region
📍Central Ohio

We have advisors ready to help you!

Ahead of Thanksgiving, share something you are thankful for below! ⬇
11/23/2022

Ahead of Thanksgiving, share something you are thankful for below! ⬇

We actively monitor the status of your investments and provide detailed performance evaluations on a regular basis. ✅ ...
11/21/2022

We actively monitor the status of your investments and provide detailed performance evaluations on a regular basis. ✅

What is a Marital Trust? ⬇A trust created to allow one spouse to transfer unlimited amount of property for the benefit o...
11/18/2022

What is a Marital Trust? ⬇
A trust created to allow one spouse to transfer unlimited amount of property for the benefit of his/her spouse without incurring gift or estate tax at the first death.

When should I start saving for retirement? ⬇As soon as you can! Ideally, you'd start saving in your 20s, when you first ...
11/16/2022

When should I start saving for retirement? ⬇

As soon as you can! Ideally, you'd start saving in your 20s, when you first leave school and begin earning paychecks. That's because the sooner you begin saving, the more time your money has to grow. 📈

Happy Veterans Day! Honoring all who served, thank you!
11/11/2022

Happy Veterans Day! Honoring all who served, thank you!

We administer a wide variety of employee retirement plans and will work with you to determine what would be the best pla...
11/09/2022

We administer a wide variety of employee retirement plans and will work with you to determine what would be the best plan for you and your business.
✔ 401(k), 403(b)
✔ Profit Sharing
✔ Sep IRAs
✔ Simple IRAs
✔ Defined Benefit Plans
✔ Safe Harbor Plans

Court ordered guardianships protect the estates of those who are unable to handle their own financial responsibilities, ...
11/07/2022

Court ordered guardianships protect the estates of those who are unable to handle their own financial responsibilities, typically children or disabled adults. A financial guardian is responsible for managing all assets in a prudent manner.

Address

Worthington, OH
43085

Telephone

+16147965761

Website

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