Founded in 1993, Wagner, Loftin Investment Services is an independent financial planning and registered investment advisory firm based in Lodi, California. The company's mission is to provide personalized, unbiased financial advice to help clients achieve their financial goals. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass comprehensive financial planning, investment management, retirement planning, and insurance and estate planning.

Founded in

United States