Waggoner Financial
Financial Services
2400 Lake Lansing Rd
19 employees
- Employees
- 19
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Waggoner Financial Overview
- Headquarters
- 2400 Lake Lansing Rd
- Phone Number
- Available in AeroLeads
- Website
- waggoner-group.com
- Industry
- Financial Services
- Employees
- 19
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Waggoner Financial
We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning. We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress. Member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.waggoner-group.com.
Waggoner Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Waggoner Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kiley Eory, Cfp®, Chfc®, Ea | President at Waggoner Financial | Lansing, Michigan, United States |
Email
|
| Joshua Jackson, Cpa | Director of Tax and Accounting |
View
|
|
| Aditi Yadav | Certified Public Accountant (Awaiting | East Lansing, Michigan, United States |
View
|
| Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® | CEO - Founder at Waggoner Financial | Okemos, Michigan, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
3 profiles
Executive
2 profiles
Director
2 profiles
Manager
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
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