Waggoner Financial

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
Industry
Financial Services
Employees
19
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Kiley Eory, Cfp®, Chfc®, Ea President at Waggoner Financial
Email
Joshua Jackson, Cpa Director of Tax and Accounting
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Aditi Yadav Certified Public Accountant (Awaiting
View
Eric Waggoner, Cfa®, Cfp®, Clu®, Chfc®, Aep® CEO - Founder at Waggoner Financial
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 Email Phone
Executive 1 1 1

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